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Shaping dreams into legacies

Looking for new ways in these unorthodox times to open up the most important conversations with your clients? You can start today by sharing articles from The Link Between. We make it easy for you to stay visible online and help you take care of what matters most for your clients. And if you're an advisor affiliated with PPI, you can build Your Link Between. With your own custom URL, a branded site with your logo, and your contact info on every page, turn The Link Between into your secret weapon for building your business.

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The advisor's guide to life insurance taxation

This guide will assist you in answering the on-the-spot questions clients may have when it comes to insurance taxation.

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Insurance needs analysis

An insurance needs analysis is great way to both better understand your client, and help your client understand their own insurance needs.

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Be your best client

To be the best advisor to your clients, it often helps to first be your own best client.