VITAL materials
Content created for advisors and their clients.
VITAL Materials
The case for VITAL client conversations
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Opportunity areas for client conversationsFor advisors.
The case for VITAL solutions
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Potential solutions for your clientsFor advisors and their clients.
VITAL – Volatility
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Conversations about volatilityFor advisors and their clients.
VITAL– Income
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Conversations about incomeFor advisors and their clients.
VITAL – Tax Management
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Conversations about taxesFor advisors and their clients.
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Conversations about tax-loss harvestingFor advisors and their clients.
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Are you a tax-smart investor?For advisors and their clients.
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Estimated taxes saved reportFor advisors and their clients.
