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Data Analyst


Power Point Presentations Available at No Cost:

  • Taxes in Retirement

  • Current State of Retirement

  • Estate Planning Mistakes

  • Social Security Strategies

  • Women & Wealth

  • Managing RMDs

The following include some of the relationships that OIS has with marketing partners. Throughout my career, lead generation has always been my biggest expense. When I started OIS, my first priority was to reduce or eliminate lead cost for our team. *Based on your production levels we will pay for all or part of your marketing cost. Please contact your team leader for all the details.


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