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THIS COMPLIMENTARY GIFT INCLUDES:

Retirement Planning

Making Waves in Retirement (Book)
Large IRAs: 3 Key Planning Opportunities

Business & Succession

Business Planning Strategies
Business Succession Planning

Investment Opportunities

Qualified Opportunity Zone Investing

Estate & Tax Planning

1031 Exchanges and Variations
Federally Taxable Estates
Strategies to Help Reduce Estate Taxes Through Gifts, Loans, and Sales
The Sale of Highly Appreciated Assets
Guide to Irrevocable Trusts
Charitable Remainder Unitrust
Planned Giving

Charitable Strategies

A Charitable Strategy
Installment Sales

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Content prepared by Advisors Excel.

[Investment Advisory and/or Broker Dealer disclosure]

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Our firm does not provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

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