ANNUITIES


Products
Core Products
- Fixed Deferred Annuities
- One-Year Guarantee
- Multi-Year Guarantee
- Index Annuities
- Single Premium Immediate (SPIA)
Niche Markets
- Age Rated SPIA
- Long-Term Care Riders
- Longevity Annuities
- Structured Settlements
- Terminal Funding
DISABILITY
Core Products
- Disability Buyout
- Disability Income
- Overhead Expense
Niche Markets
- Business Loan Protection
- Key Man Disability
- Multi Life Discounts
- Own Occupation
- Pro Athlete Policies
- Simplified Issue
LIFE INSURANCE
Core Products
- Term Life
- 1 to 30 Years
- Return of Premium Term
- Universal Life
- Fixed
- Index
- Variable
- Whole Life
Niche Markets
- Critical Illness
- Life Settlements
- Long-Term Care Riders
- Pensions
- Premium Financing
- Simplified Issue
LONG TERM CARE
Core Products
- Cash Benefit
- Daily Benefit
- Monthly Benefit
Niche Markets
- Employer Sponsored / Executive Carveouts
- Indemnity Riders
- Linked Benefits
- Medical Supplements
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INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
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INSURANCE Quick Links
CPS Insurance Services
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INSURANCE Quick Links
Highland Capital Brokerage
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INSURANCE Quick Links
Producer's Choice Network
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INSURANCE Quick Links
TruChoice Financial Group |
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ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
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BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
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FIDELITY clearing & custody solutions QuickLinks
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Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
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QUICK LINKS
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CONTACT INFO
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QUICK LINKS
Direct Business Processing |
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QUICK LINKS |
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QUICK LINKS
FORMS & MANUALS
Direct Business Processing |
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QUICK LINKS |
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Trading |
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QUICK LINKS
COMPLIANCE |
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QUICK LINKS
COMPLIANCE |
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QUICK LINKS
Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
WIS: |
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QUICK LINKS
IT Quick Reference Guide |
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QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |