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Weekly Newsletter April 10, 2013

April 10, 2013 SALES ARTICLES How To Gain Clients Through CPAs (part 1) How to gain clients through CPAs (part 2) The ins and outs of owning life insurance in a QRPYour clients can own life insurance inside a qualified retirement plan. But should they? The bag lady...

Weekly Newsletter April 3, 2013

April 3, 2013   SALES ARTICLES Don’t ask this qualifying question Otherwise, you might turn off an otherwise interested prospect. The new 2013 taxes: The good, the bad and the ugly How to prepare your clients for the pleasant (and not so pleasant) effects of the...