How to Get My Materials

This is a Fundraiser for NC State Circle K; all proceeds to go them.


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Offer good through October 31, 2019 midnight EST

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What You Get

6 e-books with license to use for your clients and prospects

  • Estate Planning Basics
  • The Simple guide to Special Needs Estate Planning
  • The Long Term Care Solution
  • The Veteran’s Long Term Care solution
  • Financial Planning Basics
  • The IRA Trust

Pre-Appointment Packet (PDFs and Word)

Conference Room Folder (Word)

  • Includes all checklists

Welcome Binder (PDFs and Word)

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Not interested in the documents?

Don’t worry, you can still donate to NC State Circle K!

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