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