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NextPhase - the Ultimate Retirement Income Planning Platform
Manage episode 416064428 series 2935250
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Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase.
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NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He will also share some details about the future, as well as current implementation strategies.
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