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Documents Benefits of Fixed Annuities

1. The Benefits ofFixed Annuities “ Presenter’s Name” “ Presenter’s Company” Seminar and Insurance Sales Presentation 1208 RI01146710 Retirement Income Strategies…

Economy & Finance Breaking down the Basics of Retirement

1. Which would you rather have?OR 2. Would you be willing to give up this each weekTo live in this? 3. If you invest $20 a week starting at age 20, you wouldsave up $45,000…

Economy & Finance IRA

1. Create the Opportunity for a Comfortable Retirement with an IRA Principal Financial Group John B. Sullivan A Simple Five-Step Action Plan 2. Creating a Comfortable Retirement…

Documents Transformation in Progress: A Report from the Trenches - Mark Miller

1. Retirement in Hard Times Challenges and solutions facing boomers in the transition years Mark Miller 2. A case of bad timing Largest generation of Americans hits retirement…

Documents CORPORATE CLIENTS – THE POWER OF 5 Michelle Connolly Vice President, Wealth Planning, CI...

Slide 1CORPORATE CLIENTS – THE POWER OF 5 Michelle Connolly Vice President, Wealth Planning, CI Investments Slide 2 CORPORATE CLIENTS/PROSPECTS – THE POWER OF 5 5 minutes…

Documents VPPIM0514. Presented By: [Registered Representatives Name] WITH [FINRA MEMBER FIRM NAME]

Slide 1VPPIM0514 Slide 2 Presented By: [Registered Representatives Name] WITH [FINRA MEMBER FIRM NAME] Slide 3 3 Retirement Savings Separately Managed Accounts, ETFs, Mutual…

Documents Download Presentation

1. NAIFA Convention & Career ConferenceOrlando World Center Marriott Resort September 15, 2009Optimizing the Retirement Income Planning Process Steven L. Welton, CLU…

Documents Hr Presentation, Financial Education in the Workplace

1. Financial Education Why Investingin Employees’ Financial Well-Being Makes Good Business Sense 2. Why Do Employees Need Financial Education?61% of Americans report having…

Economy & Finance Mindful test readonly

1. Turbocharge Your Wealth Presented by: Kim DeBroux 2. Live Debt Free& Retire Wealthy 3. Tonight At This Seminar I will: NOTtell you to skip a cappuccino-a-day! NOTteach…

Business Health care costs for CPAs - PDRP Plus Software (May 2014)

1. Analyzing your Client's Healthcare Concerns in Retirement For CPA's and Consultants PDRP Plus PDRP Plus COPYRIGHT 2014 JACK P PAUL ACTUARY LLC March 2014 2.…