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  • About
    • About
    • Daniel McDonald
    • James McDonald
    • Blair Schadler
    • Roccy DeFrancesco
    • RIA Affiliation
    • Contact Us
  • IMO Ownership
    • IMO Ownership
    • Annual Profit Share
    • Vested Advisor Payoff
  • Marketing Tools
    • Your New Website!
    • 10-Module Financial Literacy Course
    • Asset Protection-The Wedge
    • OnPointe Risk Light
    • IUL Comparison Software
    • Faith Based Planning Initiative
    • 3-Bucket Sales System
    • Marketing to Doctors
    • Client Online Budget App
    • Student Loan Eliminator
    • Name on Cover of Books
    • Free E-Books
    • OnPointe Marketing Suite
    • The CALM Plan
    • Mortgage Acceleration System (HEAP)
    • Medicare Planning
  • Case Design
    • Superior Case Design
    • Life Insurance
    • Portfolio Analyzing for Non-Licensed Advisors
    • Medicare Planning
    • The CALM Plan
  • Education
    • Newsletters
    • White Paper, Webinars, Books
    • Best FIA IMOs Won’t Tell You About
    • Premium Financed Boot Camp
    • AB-LTC White Paper
    • 2-Hour FIA Boot Camp
    • FIAs in Pensions White Paper
    • Volatility Control Index White Paper
    • Source of Funds Rule
    • IUL Commission Handbook
    • Life Settlements
  • About
    • About
    • Daniel McDonald
    • James McDonald
    • Blair Schadler
    • Roccy DeFrancesco
    • RIA Affiliation
    • Contact Us

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  • Phone: 248-709-7189
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