The following Compliance Bulletin is a sample of the sales, marketing and educational materials available with Broker Briefcase Benefits Edition. Broker Briefcase gives you access to more than 3,750 professionally written and designed documents and email templates you can use to deliver valuable content to prospects and clients.
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This Compliance Bulletin is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice.