Most insurance agencies and estate planning practices have become experts at designing effective, practical financial plans to maximize their client's future wealth while helping to protect their assets from excessive taxation. While many of the needs of these plans are easily and expertly fulfilled by the menu of financial and insurance products at their disposal, many times these financial plans call for sophisticated investment products and services - from individual securities to fee-based advisory accounts, to tax-advantaged investments.

Often these investment services are outside the comfort zone of many planners and insurance professionals. While many have securities licenses, they have been used mainly for investment-related insurance products, and rarely stray far from that domain.

That's where USAdvisors Network can help. We can recruit licensed investment professionals who can help you in this area - bringing needed expertise and access to products and services, all while working under your guidelines.

It's a powerful combination that could take your insurance organization to the next level.

Perhaps a consultation with a USAdvisors Network team member is your best next step.

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