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Advisor Quick Reference Guide

Published every January, this resource provides the latest facts and figures pertaining to wealth accumulation, generating income and tax planning to help you when meeting with clients.
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Market history

Give your clients valuable perspective on the markets with graphs and tables that show returns for various asset classes over the past 15 years.

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Generating income

When building retirement income strategies for your clients, keep in mind how certain product features can address your clients’ needs and concerns, depending on their specific situation.

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Tax planning Thumbnail

Tax planning

Tax planning options to address your clients’ needs, depending on their specific situation.

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