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Marketing Tools

Life
  • Life
  • Annuity
  • Long Term Care
  • Disability Income
  • Retirement Planning
  • Business Planning
  • Tax Information
  • Buy-Sell Options

  • What Are You Really Looking For?
  • Needs Calculator

  • Annuities vs. CDs
  • Annuity Income Payment Options
  • Need Income for Retirement?
  • Want More Income?

  • 10 Reasons
  • Caregiving Discussion
  • Hybrid Joint Life Deep Dive
  • OneAmerica Need Based Asset LTC
  • Asset Protection Checklist
  • MoneyGuard II Leverage Chart
  • Consumer Presentation (Transamerica)
  • Use It Or Lose It (LFG)

  • Council for Disability
  • Principal DI Infographic
  • Disability Income Choice (Mutual of Omaha)

  • Social Security Strategies (Nationwide Retirement Institute)
  • A Well Balanced Retirement Strategy
  • Business Owner’s Guide to Retirement Review
  • Million Dollar Sales Idea
  • Business Pension Design Questionnaire
  • Prospecting Guide Small Business Retirement
  • Retirement Plan Comparison Chart

  • Tax Reform: Individual Income Tax Highlights

Contact Us

Phone: (305) 665-8161
Fax: (305) 665-8116

4970 SW 72 Ave, PH 107
Miami, FL 33155

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