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Beyond Annuities

Value-Add Marketing and Sales Materials

The Beyond Annuities value-add program offers a collection of tools and resources designed to help you facilitate important conversations with your clients as they plan for a secure financial future.

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Legacy Planning

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Beyond Annuities: Approach Client Estate Planning with Confidence (Agent Presentation) 6130-ASC-15

Beyond Annuities: Approach Client Estate Planning with Confidence Producer Brochure B6084224NW

Beyond Annuities: Estate Planning Mistakes to Avoid Client Flier F6086024NW

Beyond Annuities: Legacy Planning Conversation Starters Agent Flier F6086225NW

Beyond Annuities: Protect Your Legacy with Estate Planning Client Brochure B6084124NW

Beyond Annuities: Taking Clients’ Legacies Above and Beyond with Trust-Owned Annuities (Agent Presentation) 6379-ASC-2

Beyond Annuities: Taking Clients’ Legacies Above and Beyond with Trust-Owned Annuities Producer Brochure B6082924NW

Social Security

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Beyond Annuities: Simplifying Social Security Client Brochure B6062123NW-1

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