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2017 Retirement Income Strategies Workbook
2017 Retirement Income Strategies Workbook
October 21, 2016
Download your complimentary 2017 retirement income strategies workbook to go over with your clients at your next appointment.

Download Your Small-Business Owner Prospecting Guide
Download Your Small-Business Owner Prospecting Guide
August 26, 2016
Download this complimentary guide and make the most out of an untapped market.

Expand your Business with CPAs and Attorneys
Expand your Business with CPAs and Attorneys
June 30, 2016
This checklist can help you begin that process of creating your successful team.

Complimentary Guide: How to Conduct an Effective Policy Review

2016 Social Security Filing Strategies Guide
2016 Social Security Filing Strategies Guide
March 18, 2016
This download provides an overview of several common filing strategies as well as a summary of benefits available to eligible retirees, survivors, and children.

[Client Handout] 2016 Tax Update with Summary
[Client Handout] 2016 Tax Update with Summary
February 2, 2016
Share these downloads with your clients to explain how the federal income tax works and how future tax changes would impact their retirement income and financial statement.

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