Introducing key financial planning numbers
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Introducing key financial planning numbers

10 months ago · 1.2 MB Download

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One of the most popular resources from Broadridge, the Key Numbers can be used to connect with clients, prospects, and centers of influence. Save yourself time by having this handy guide right at your fingertips. Newly updated for 2021, Key Numbers includes information in the following financial planning areas:

  • Individual Income Tax Planning

  • Federal Income Tax Rate Schedules

  • Business Planning

  • Education Planning

  • Protection Planning

  • Estate Planning

  • Government Benefits

  • Retirement Planning

  • Investment Planning

Download the 2021 Key Financial Planning Numbers

File name: key-financial-planning.pdf

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