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Presentations of the Month

YOUR REQUESTED Presentations for the month ....

click the topic headings to open the embedded presentation /article.

Disability Insurance Basics

Your Trusted Relationship

Amti-Madoff Test for "Global Wealth Strategies".

Portfolio Building Basics

Efficient frontier and long term effect on portfolio returns.. Optimal mix based on the objective and time in the market vs. timing the market.

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Life Insurance Needs..

Estate Planning Checklist

Trust Basics

Irrevocable Life Insurance Trust (ILIT)

Wealth Check .. One Click ... One View ... Total Access to your comprtehensive Financial picture!

Need to see topics of your interest, or For an immediate Q on any of the financial matter, call Amrish Patel at 480-221-6502

Securities offered through Securities America Inc., Member FINRA/SIPC, Amrish N. Patel, Registered Representative.

Advisory Services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisory firm, Amrish N. Patel, Investment Advisor Representative. Global Wealth Strategies and Securities America are unaffiliated.

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