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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.

Download Our New Compelling Retirement Income Kit!
Download Our New Compelling Retirement Income Kit!
October 16, 2015
Help your clients rethink and create their retirement income strategy with this comprehensive workbook and presentation.

Tax Alpha in Today’s Environment White Paper
Tax Alpha in Today’s Environment White Paper
October 13, 2015
FREE White paper Download

5 Misperceptions About Annuities
5 Misperceptions About Annuities
August 12, 2015
When it comes to FIAs, there are a lot of misperceptions. Download this free report to learn 5 misperceptions about FIAs and some facts that tell the true story.

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