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TheSolomonSchool Curriculum

Understanding Your Business
Building Your Business Plan
Prospecting
Obtaining Written Referral Emails
- sample referral emails
Approach Talks for Different Prospects
Tax Qualified Plans
The Markets
S&P
The Nikkei or Bear Markets
Markets That Go Nowhere
Compound Interest and the Power of Effective Yield
Relationship between CDs, Bonds and Equities
Risk Protection
Fiscal and Monetary Policy
Retirement Planning
What are the Factors in Retirement Planning?
9 uses of IUL
Mechanics of IUL
Estate Conservation – “ME”/Excess Capital
Legacy Planning and the Family Bank
Grow it, Income & Estate Tax
The PRS Plan

sample referral emails

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