Investment tools
Tools to help you sell
Answer six important questions in the Asset Allocation Tool to learn about your risk tolerance and investment style.
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Use the college funding tool to help you estimate how much your clients may need for college expenses.
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Tax deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of a fixed interest investment being subject to income tax each year versus deferring the tax until withdrawal.
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