Course
This course introduces participants to the eight key areas of financial literacy.
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Steps to evaluating your earning potential and financial wealth.
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Tax Implications on your wealth accumulation.
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Determine your priorities and start an action plan.
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College Planning
Savings for college or an advanced education can be daunting, but there are ways to get ahead with a SMART plan.
Savings for college or an advanced education can be daunting, but there are ways to get ahead with a SMART plan.
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Resources
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A comparative chart between both retirement strategy instruments.
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A comparative chart between a Baby IUL and 529 College Investment Instrument.
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Evaluate the benefits of a complementary approach to determine your best course of action.
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Discover how combining cash value growth, no credit dependency, and tax-free death benefits creates a financial system that works for you and your family—today and for generations to come.