July 10th Newsletter

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Click Here to Register for CPA Dinner Wednesday July 12th at 6PM PST
Bring a CPA guest to learn about collaborative strategies others use to increase their business! Covers the following: Secure Act 2.0, Updated Retirement Provisions, Innovative strategies/techniques, Networking & More!
Click Here to Register for Living Trust Webinar - Closing A Sale Thursday July 13th at 10AM PST
An Opportunity to learn how our estate planning specialist conducts a sale. Session will be held via ZOOM
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Annuity Updates &eApp Bonus Effective June 12th, 2023

Guaranteed Lifetime Income & Withdrawal charge schedule updates. NEW BONUS PROGRAM offering additional 0.50% in bonus commission for select business submitted via E-App

Annuity Enhancement Updates
eApp Bonus Program Details
New to living Trusts?
Click here to access our FAQ to get a preview & learn the basics. See how living trust can help you expand and grow your business!
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UPCOMING WORKSHOPS
  • Thursday, July 13th at 10AM PST– Closing a Sale & Onboarding
  • Thursday, July 20th at 1 PM PST – Key Terms & Interview Walkthrough
  • Thursday, July 27th at 1 PM PST – Funding a Trust

 

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