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VITAL Materials

June 20, 2024

1 MIN READ

The case for VITAL client conversations

Opportunity areas for client conversations
For advisors.

The case for VITAL solutions

Potential solutions for your clients
For advisors and their clients.

VITAL – Volatility

Conversations about volatility
For advisors and their clients.

VITAL– Income

Conversations about income
For advisors and their clients.

VITAL – Tax Management

Conversations about taxes
For advisors and their clients.
Conversations about tax-loss harvesting
For advisors and their clients.
Are you a tax-smart investor?
For advisors and their clients.
Estimated taxes saved report
For advisors and their clients.

A colorful photo of a girl with red hair flying in the wind. She is wearing a bright green jacket.

Explore the VITAL series.

Five themes that will resonate with investors all year long.