Financial Planning Checklist

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Reading Time: < 1 minute This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.

Life Insurance Campaign

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Reading Time: 2 minutes Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we’ve put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.

10 essential decisions for business owners

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Reading Time: < 1 minute Download your free powerpoint presentation and video that covers 10 essential decisions for a business owner from considering corporate structure to retirement and succession planning.

Measuring the Economic Cost of New Tax Proposals

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Reading Time: < 1 minute Measuring the Economic Cost of New Tax Proposals CLU Comment 2018

The Need for Group Benefits

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Reading Time: < 1 minute Employee Benefits make Smart Business Sense. Download your free video and presentation to talk to business owners about employee benefits.