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Working with a financial professional

We want you to buy only the financial products that are right for you. That’s why we only sell our products through outside financial professionals who can objectively determine if they are appropriate for your needs. Here are some tips for finding and working with the right money expert for your needs.

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What to bring to your first meeting with a financial professional
Before your first meeting with a financial professional, it helps to do a little preparation. Thinking ahead about some common questions and bringing the right information can help make the most of your time together and enable your advisor to suggest solutions and strategies that work for you. Here are some tips.
The value of an advisor
Navigating today’s financial landscape isn’t for the fainthearted. It takes experience, skill, education and good judgment. You don’t pick investments out of a hat—you need guidance from an expert. Find out how a qualified financial professional can help.
This material is for educational purposes only and not intended to provide investment, tax or legal advice.