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Individual Planning Strategies:
- Retirement Planning
- Annuities
- Life Insurance
- Disability Insurance
- Health Insurance
- Medicare health and prescription plans
- Long Term Care
- College Funding
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Business Planning Strategies:
- Pension Planning (Qualified/None Qualified)
- Deferred Compensation
- Business Succession
- Key Employee Insurance
- Buy/Sell Agreements
- Executive Bonus
- Business Loan Protection
- Group Health Insurance
- Wage Parity complient plans
- Medicare group plans
- Group Disability
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