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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
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For many small business owners, purchasing benefits in the past had been about fulfilling a specific need, and benefits were often cookie-cutter, one-size-fits-all solutions.
When it comes to the insurance industry, Generation X is the story.