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Complementary Financial Game Plan 

Here's What's Included:


Find the best strategy to maximize lifetime benefits

Making correct decisions can mean tens of thousands in extra retirement dollars

Our state-of-the-art software helps you choose the right benefits at the right time

Developed by Laurence Kotlikoff, Boston University Professor of Economics

Market Analysis

We work with our clients to incorporate client data into our celebrated protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.

OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help advisors understand their clients’ preferences and provide recommendations unique to their goals

How To Claim Your Plan




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