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The Donor Motivation Program™, The Donor Sequential Invitation System™, The Donor Action Capture Process™, The C2 Donor Presentation™, The Donor Nurture Process™, The Donor Motivation Institute™, The Just Sign One Auto Marketing System™, and The Just Serve One System™ are trademarks of Wealth Transfer Solutions. 2008. All rights reserved. Used with permission. info@dmp-thekey.com

Financial Services In A Box, The Qualification Snapshot, The Business Planning Process, and The Marketing Game Plan are trademarks of BPP Wealth Inc., 2008. All rights reserved. Used with permission.

The VisionLink Solution, Vision Definition, Plan Creation, Total Rewards Assessment, Vision Alignment, Rewards Reinforcement Strategy and Strategic Review are trademarks of The VisionLink Advisory Group, Inc., 2008. All rights reserved. Used with permission. www.vladvisors.com

The 401k Coach® Program, The Family CFO®, The 401 k Coach® Retirement Plan Solution™, Pre-Call Research System™, The Five Levels of Client Creation™, The 401 (k) Business Development Matrix™, Plan Design and Administration Issues™, Investment Monitoring and Platform Services™, Compelling Selling™, The M2 Effect: The Maggie Factor™, The Quantum Leap, The Price of Coffee Value Assessor, Paychecks for Life, and The Edu-Tainment Experience are the property of Epstein Financial Group. All rights reserved. Used with permission. www.the401kcoach.com

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