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S U PPO RT I NG T HE RET I REMENT J O U R NEY
A UNIQUE CUSTOMER-CENTRIC MODEL
CUSTOMER CARE CENTER RETIREMENT SOLUTIONS GROUP
Efficiency Consultation and advisory
Accuracy Financial well-being
One-call resolution Retirement income
Highly qualified and tenured
• FINRA and state securities licensed (Series 6, 7, 63, 65/66), financial planning designations (CRPC or CFP)
and state insurance licensing
• Evaluating Senior Certification
• Extensive knowledge of options and plans
• Strong consultative skills and training
• Innovative tools at their fingertips
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY.
