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Client Resources

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Worker Opportunity Tax Credit?

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Business | Estate Planning
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409 Executive Benefit

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Business | Estate Planning
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Affordable Health Insurance

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Health Insurance Planning
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Annuity Definitions

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Retirement | Guaranteed Income Planning
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Are You Insurable?

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Health Insurance Planning
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BOLI (Banked Owned Life Insurance)

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Business | Estate Planning
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Banking on Yourself - Sound Planning Strategy

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Business | Estate Planning
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Buy Sell Arrangement

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Business | Estate Planning
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COLI Corporate Owned Life Insurance

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Business | Estate Planning
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Caregiving - Having The Conversation

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Aging In America
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Caregiving a Woman's Issue

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Aging In America
Market Segment Download

Caring Conversation Series 1

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Aging In America
Market Segment Download

Charitable Gifting

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Life Insurance | Estate Protection
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Continuing Care Retirement Communities

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Aging In America
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Cost Segregation & Engineering-based Cost Segregation Studies

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Business | Estate Planning
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Credit Card Merchant Audit

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Business | Estate Planning
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Crisis Planning

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Life Insurance | Estate Protection
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Deferred Annuity- How does it work?

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Retirement | Guaranteed Income Planning
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Deferred Compensation Arrangement

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Business | Estate Planning
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Disability Income Strategies

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Business | Estate Planning
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ESOP (Employee Stock Option Plan)

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Business | Estate Planning
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Endowment Trust

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Life Insurance | Estate Protection
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Genworth- Caregiving

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Aging In America
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Hearts & Minds. Consumer Study LTC Insurance

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
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Hospital Indemnity Insurance

READ & DOWNLOAD GUIDE
Health Insurance Planning
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How Not To Tear Family Apart ( Family Edition )

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

How Not To Tear Your Family Apart

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

Key Person Insurance Benefits

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Business | Estate Planning
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LTC & 1035 Exchange

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
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LTIP Long Term Incentive Plan

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Business | Estate Planning
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Life Insurance - Critical Illness Rider

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Life Insurance | Estate Protection
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Life Insurance - Final Expense Coverage

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Life Insurance | Estate Protection
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Life Insurance - Mortgage Protection Coverage

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Life Insurance | Estate Protection
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Life Insurance - Permanent Coverage

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Life Insurance | Estate Protection
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Life Insurance - Term Coverage

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Life Insurance | Estate Protection
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Life Insurance - Variable Coverage

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Life Insurance | Estate Protection
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Life Insurance Settlement

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Life Insurance | Estate Protection
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Living Will & Durable Power of Attorney

READ & DOWNLOAD GUIDE
Life Insurance | Estate Protection
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Long Term Care - 10 Key Questions

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Long Term Care | Asset Preservation Planning
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Long Term Care - Financial Impact

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Long Term Care | Asset Preservation Planning
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Long Term Care - Instrumental Activities of Daily Living

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Long Term Care | Asset Preservation Planning
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Long Term Care - Partnership

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Long Term Care | Asset Preservation Planning
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Long Term Care - Ways to Save Money

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Long Term Care | Asset Preservation Planning
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Long Term Care - What are your care options?

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Long Term Care | Asset Preservation Planning
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Long Term Care - What is it?

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Long Term Care | Asset Preservation Planning
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Long Term Care - What you need to know

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Long Term Care | Asset Preservation Planning
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Long Term Care - Who Pay for long term care services?

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Long Term Care | Asset Preservation Planning
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Long Term Care -Who Needs It?

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Long Term Care | Asset Preservation Planning
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Long Term Care Guide

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance - Annuity Care

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance - Asset Based Hybrid Policies

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance - How does a Traditional LTCI policy work?

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance - Tax Saving Methods for Funding LTCI

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance - The Federal Long - Term Care Employee Program

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Long Term Care | Asset Preservation Planning
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Long Term Care Insurance and Linked Life Insurance

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Long Term Care | Asset Preservation Planning
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Long Term Care Self Assessment

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Long Term Care | Asset Preservation Planning
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Long Term Care and Washington State

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Long Term Care | Asset Preservation Planning
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Long Term Care- Can you afford to self-insure?

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Long Term Care | Asset Preservation Planning
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Long Term Care- What are Activities of Daily Living

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Long Term Care | Asset Preservation Planning
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Long-Term Care & Filial Responsibility

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Long Term Care | Asset Preservation Planning
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Many Faces of Caregiving

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

Medicare & Dental Coverage

READ & DOWNLOAD GUIDE
Medicare Planning
Market Segment Download

Medicare & You

READ & DOWNLOAD GUIDE
Medicare Planning
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Medicare - Types of Medicare Advantage

READ & DOWNLOAD GUIDE
Medicare Planning
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Medicare Advantage Part C

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Medicare Planning
Market Segment Download

Medicare Annual Enrollment

READ & DOWNLOAD GUIDE
Medicare Planning
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Medicare Part D

READ & DOWNLOAD GUIDE
Medicare Planning
Market Segment Download

Medicare Supplement

READ & DOWNLOAD GUIDE
Medicare Planning
Market Segment Download

Medicare and Long Term Care

READ & DOWNLOAD GUIDE
Medicare Planning
Market Segment Download

Medicare and Traveling Abroad

READ & DOWNLOAD GUIDE
Medicare Planning
Market Segment Download

Mind Your Elders

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

NAIC Cancer Insurance Guide

READ & DOWNLOAD GUIDE
Health Insurance Planning
Market Segment Download

NAIC Pet Insurance Guide

READ & DOWNLOAD GUIDE
MISC
Market Segment Download

Paying for Long Term Care

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
Market Segment Download

Phantom Stock Purchase

READ & DOWNLOAD GUIDE
Business | Estate Planning
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Premium Financed Life Insurance

READ & DOWNLOAD GUIDE
Business | Estate Planning
Market Segment Download

QLAC -Qualified Annuity

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
Market Segment Download

ROTH IRA

READ & DOWNLOAD GUIDE
Retirement | Guaranteed Income Planning
Market Segment Download

Required Minimum Distribution Revised Edition

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Retirement | Guaranteed Income Planning
Market Segment Download

Restricted Endorsement Bonus Arrangement (REBA)

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Business | Estate Planning
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Retire Your Risk. Annuity Glossary

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Retirement | Guaranteed Income Planning
Market Segment Download

Retirement Checklist

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Retirement | Guaranteed Income Planning
Market Segment Download

Social Security Maximization

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Retirement | Guaranteed Income Planning
Market Segment Download

Split Dollar Agreement

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Business | Estate Planning
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State Long Term Care Partnership

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
Market Segment Download

Supplemental Retirement Plan (SERP)

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Business | Estate Planning
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Taking Care of Tomorrow

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

Tax Free Long Term Care

READ & DOWNLOAD GUIDE
Long Term Care | Asset Preservation Planning
Market Segment Download

The Invisible Patient

READ & DOWNLOAD GUIDE
Aging In America
Market Segment Download

The R&D Tax Credit

READ & DOWNLOAD GUIDE
Business | Estate Planning
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What is Property Tax Audit and what's involved with such an audit?

READ & DOWNLOAD GUIDE
Business | Estate Planning
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Women - Are the Financial Decision Makers

READ & DOWNLOAD GUIDE
Retirement | Guaranteed Income Planning
Market Segment Download

Work Comp Insurance Audit

READ & DOWNLOAD GUIDE
Business | Estate Planning
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