That Annuity Show
Click this link to learn more about The Technology That Independent Financial Advisors Actually Use (And Like) from Kitces: https://www.kitces.com/kitces-report-independent-financial-advisor-technology-fintech-software-tools-research/
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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