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Media & Resources

Resources

🔎 Check to see if you fit our ideal client profile.

📰 Read how a Defined Benefit Plan can lower your 2020 taxes.

📰 Tax Wise: The Power of Tax-Deferred Investing

📰 Why Would I Include Life Insurance In My Qualified Retirement Plan?

📰 Read About Life Insurance in Qualified Plans

Media Content

Check out Joe Gaglio's guest appearance on Tips from the Top, a podcast for financial professionals, by financial professionals.

Check out a few minutes of Joe Gaglio's presentation at MassMutual Academy, where he educated other professionals on the strategy surrounding SWG's experience in Advanced Qualified Plan Designs

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