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  • About
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    • James McDonald
    • Blair Schadler
    • Roccy DeFrancesco
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  • 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
    • 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
  • Superior Case Design
    • Superior Case Design
    • Life Insurance
    • Portfolio Analyzing for Non-Licensed Advisors
    • The CALM Plan
  • Education
    • 2-Hour FIA Boot Camp
    • Volatility Control Index White Paper
    • FIA w/ Income Rider Exit Strategy
    • Source of Funds Rule
  • About
    • About
    • Daniel McDonald
    • James McDonald
    • Blair Schadler
    • Roccy DeFrancesco
    • Contact Us
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