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Dear Waddell & Reed Advisors and Managers:

We hope to see you at this year’s 2013 Circle of Champions. Stop by our booth to learn about several of our cutting-edge products, including:
Tax Facts Online—Offers all of the extensive tax content and analysis found in the renowned Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments source books in a single convenient, easy-to-use, fully searchable online resource. 140px_TFOnlineLogo
Tax Facts—With thousands of answers to tax-related insurance, employee benefits, and investments questions, Tax Facts is designed to save insurance professionals time and stress. Tax Facts
Field Guide—The leading resource for enhancing your sales of a wide variety of insurance and financial products. Presentation tools, charts, compare-and-contrast tables, and illustrations help you engage your clients – and close the sale – even in these turbulent times. Tax Facts
Advisor's Guide Series—Focuses exclusively on the how-to, presenting clear, concise, plain-English solutions to even the most complex questions. The detailed expertise contained in these books is directly translated into guidance that supports—and does not complicate—client communications and success. 140px_AdvisorsGuideLogo
Leimberg Library—Delivers the targeted expertise on a variety of financial planning specialties and provides professionals with real-world content vital to competing in today's specialized marketplace.
One Card System

Each of these exclusive resources delivers professional content and time-saving tools ideally suited for professionals of the financial services industry. Our products are designed to help you win more business and serve your clients in the most effective manner.

We look forward to seeing you in Orlando, Florida!

Charles Calello  
Charles Calello
Director of Corporate Sales
[email protected]
(201) 526-1259

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