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Gathering assets under management

Guy E. Baker, MSFS, CLU

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If you're looking for ways to increase your income, you are likely to turn to indexed and variable annuities. But Baker says, the best opportunity might be gathering assets under management. This session leaves you with a strategy for gathering assets, a working knowledge of basic investment terminology, an understanding of how to communicate the importance of managing risk, and a way to build a portfolio with low expenses and low tax impact. These valuable insights will help lead you to a more stable income and round out your career.

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