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Cornerstone Business to Business

  • Tax Free Retirement Strategy
    1. Employee and Employer Retirement Programs – FREE to the Business
    2. There is NO MANAGEMENT – Personal Bank Draft
    3. Plans are PORTABLE – They take it with them

      **Bonus – Plans are liquid (No 59 ½ Rule), Can never loose value in a market crash, not just for Retirement but also to purchase a House, Car, Business, Vacation, College, Anything)
  • Marketing B2B creates lead flow for yourself and many others (Strategic Partnerships).
  • Getting in front of groups allows for a higher volume of Individual Life & Retirement Planning.
  • Can pivot to Tax Savings Programs, Medical, Other.

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