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    Business Development

    How to Turn One Dollar into Seven Dollars

    by Surge Business Consulting December 17, 2018
    written by Surge Business Consulting

    It’s estimated that for every $1 of assets managed for business retirement plans, another $7 in assets are available for the right advisor to capture. No reader will turn down this return formula, but most don’t know how to seize the opportunity.

    Continue Reading
    December 17, 2018
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  • Product R + D

    5 Features a Life Insurance Policy Should Have

    by Scott Hall December 3, 2018
    by Scott Hall December 3, 2018

    Updated September 6, 2023, at 6:59 PM Whether your client already owns a permanent life insurance policy or they’re considering purchasing one, sometimes the complexity can be overwhelming. Life insurance can be …

    13 FacebookTwitterPinterestEmail
  • Product R + D

    Starting The Long-Term Care Conversation [Infographic]

    by Mark Stewart November 26, 2018
    by Mark Stewart November 26, 2018

    Long-term care (LTC) conversations need to be a part of your client meetings. Maybe you believe they don’t want to hear it, or perhaps you’re reserved in conveying the need. But the …

    6 FacebookTwitterPinterestEmail
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