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RECOGNIZING THE OPPORTUNITY

RECOGNIZING THE OPPORTUNITY
Wealth Management, Estate Planning & Life Insurance

Help your clients avoid unnecessary exposures and prepare for a more secure future.
Recognizing the Opportunity is your resource to delivering on the promise of wealth management and finding new business in an economic downturn.

To purchase your copy ($24.95 + $5.00 S/H) today call Steve Kimball at 732.450.8866, ext. 12

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Online Extras

Economists Love ’Em, Clients Hate ’Em

Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.

Buffett Rule Fixes A Non-Existent Problem

This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas based on flawed information and misleading demagoguery. Let’s review the record.

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