With our proven training materials and support, you will learn:
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Our simple, easy to learn, professional client-centered process.
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Our unique prospecting strategy that allows you to start at the top of your market and earn referrals from the very first meeting
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Our exclusive one-page fact finding process
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The mechanics of Pension Option Planning
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Our highly specialized, accurate, proprietary Proposals
The Pension Option Planning Mastermind is right for you if:
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You are an agent or advisor looking to grow your practice
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You are looking for an unlimited, recession-proof market
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You would like to target a market with little to no competition