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Insurance sales often start with your delivery of a time-sensitive idea, one that must be immediately relevant to your clients. They must act now! Get immediate notifications of:
- News you can use: Wall Street Journal articles that enable you to start conversations about tax-saving strategies. Be the first Advisor who brings today’s news to your clients’ attention.
- Just released authoritative third-party resources, like the EY study, promoting the strategic deployment of life insurance and annuities.
- Breaking news of new (sometimes temporary) underwriting exceptions to help you place your most difficult underwriting risks.
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