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Deferred/Annuity Products You can keep track of your Clients' Differed Annuities with Brokers*ACT! From knowing the cost basis, Balance or Market Value, Annuitization start date, Type of Annuitization and much more!
Distinction Number Nine - No other AddOn for Financial Advisors has such detailed Annuity Information. Brokers*ACT! surpasses all other AddOns when it comes to helping the Financial Advisor managed ALL their clients assets.
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