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Using Tax Returns As A Blueprint For Future Sales

Using Tax Returns As A Blueprint For Future Sales

by Mark Milbrod | Apr 10, 2023 | Financial Planning, Life Insurance, Long-term Care, Mark's Barks Blog

by: Mark Milbrod, CLU, CLTC Vice President, ASG As we approach this year’s tax deadline (everyone’s favorite day), our clients have been preparing their tax documents and will be filing their 2022 Tax Returns.  And as American as apple pie, our favorite Uncle has...
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