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Reimagining Retirement | Episode 4

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Support your clients more efficiently with strategically curated content, that combines the expertise of ERISA Attorneys with the practicality of an Advisor.

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Timely Content Available for Rebranding

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Helpful Guides, Tools, and Training Videos

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Plan Sponsor-Facing Content

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Advisor-Facing Training

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Ready-to-Use Templates (Service and Sales Materials)

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Information on Legislation, Regulation, and Litigation for All Market Segments of Retirement Plans

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Practical Resources and Tools – Not Just Whitepapers

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Sample Meeting Minutes (Ready to Use)

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And Much More