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eBook

2023 Exhibitor

How to Increase Your Competitive Advantage with Tax Planning
Monday, July 24, 2023 C2P Enterprises If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
Guide

2023 Exhibitor

The Ultimate Retirement Income Planning Guide for Advisors
Wednesday, February 22, 2023 Commonwealth Our free download helps you prepare your clients for the next phase of their life.
Research / Report
10 Advanced Tax Planning Strategies For Your HNW Clients
Wednesday, January 18, 2023 Universal Financial Consultants Not to anyone's surprise HNW individuals pay the most money in taxes. However these individuals also stand to save the most when implementing the right tax planning strategies.
Research / Report
No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!