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Sales Idea Navigating The New Tax Environment Sales Idea Navigating The New Tax Environment

Sales Idea Navigating The New Tax Environment - PowerPoint Presentation

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Uploaded On 2019-01-25

Sales Idea Navigating The New Tax Environment - PPT Presentation

Role Play Script CLIENT PROFILE Age 55 or younger High six figure income above the Roth IRA contribution limit Look for clients in the medical legal sales and investment professions small business owners senior corporate executives and professional athletes ID: 748179

insurance tax life income tax insurance income life death sales cash 000 options benefits advantaged professional benefit bucket environment

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