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Educational materials, PowerPoint presentations and sample introduction letters can boost sales.

Tap into today's growing awareness of DI and expand your business opportunities.

Help your client understand the need for DI as well as clarify the complexities of this integral aspect of financial planning.

Take advantage of Jeff Barbanell's extensive training, experience, and continuing research by providing well-informed educational articles for your clients.

PBS' professional PowerPoint presentation helps you take charge in sales meetings with groups of interested buyers.

Backed by 3 decades of DI selling experience, sample introductory letters from PBS help inform potential customers about this often-overlooked, but essential part of financial planning. Use them for individual or broadcast email, and traditional mailings.

PBS can even help you directly with large presentations. Give us a call today to learn more at 480.429.4733.