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September 28, 2016

Easy to Understand Tax Diversification Strategy – Share with Clients

Linda Thomas News

It couldn’t be simpler – check out an easy to understand explanation of the importance of tax diversification. Share the video or customize the PDF and send to clients/prospects to expand your IUL clientele. For even more details, check out our informative and interactive ”Life To The Max” sales tool. It educates clients on the power an IUL can have in their portfolio. One click and you are in – no user ID or password required.  Watch video. 

Understanding the Differences Between LTC and CI Riders Offer the Guarantee of a GUL with More Cash Value

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