Connecting with CPAs
Update: 2013-03-25
Description
AXA Equitable’ s 1040 Overlay can help you discover planning opportunities with new and existing clients utilizing an overlooked tool - your client's income tax return. The program also lets you build bridges with CPAs and other centers of influence. But don’t take our word for it, listen to Alec Herring of Buchholz Planning share his sales success story. GE 84428 (3/13) Expires (3/15)
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