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    How Can Financial Advisors Add Significant Value for Clients?

    Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it's possible for advisors to create retirement planning strategies that add significant value to their client's lives.
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    Culture

    New beginnings

    We’re looking forward to a new year in a new space! As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, which has grown to support thousands of advisors all across the nation. In the spring, we rolled out a new product, Tax Clarity™, which is already making an impact for many advisors.
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