Sample Content
Bento currently offers 5 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter™️.
Sample Content
Sample Materials
Age 50 – Catch-up Contributions (to note, only 10-15% of eligible investors currently avail themselves of this tax-advantaged investing opportunity)
Sample Materials
Moving to a New State (to note, every year ~3mm Americans move across state lines)
Compliance pre-approved, multi-format materials for you to leverage.
- Every two years, as the children of your clients grow from age 4 thru 18 you can share age-appropriate guidance and information with your client / prospect families
- The email introduces key activities to consider, which are then fleshed out in the corresponding PPT/PDF attachment
PPT / PDF
For the family to sue
- Age-appropriate tools and activities to engage in
- Quality further reading and resources
- For each age 4 thru 18, every two years
Inventore Veritatis Et Quasi Architecto Beatae Vitae?
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Inventore Veritatis Et Quasi Architecto Beatae Vitae?
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit.
Consequ Untur Magni Dolores Eos Voluptatem Sequin?
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit.