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Connect with specialists in Defined Benefit Pension Plans who can lead you through the advantages of adding DBPPs to your client’s wealth management plan, and show you how you can leverage those advantages to further help your clients protect and retain their wealth.


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About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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