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There is a portion of the web site designed for the use by professional advisors which includes Word documents, AdobeTM PDF forms, PowerPointTM and other collateral materials, tips and techniques for advisors to share with each other. The purpose of these materials is to assist in creating a community of like-minded professional advisors with a common set of working documents in addition to the software.
These advisors share the common goal of providing the highest quality level of advice and service to their clients in a manner that is both comprehensive and comprehensible.
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