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          1. Impacted by the Public Safety Power Shutdown in California?

            If?you have been impacted by the California Public Safety Power Shutdown and cannot contact your financial advisor, please?call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.

            Patent Portfolio

            Portfolio Builder

            Portfolio Builder is covered by United States Patent No. 8,732,059, with additional patents pending in the United States and Canada.

            Portfolio Rebalancer

            Portfolio Rebalancer is covered by United States Patent No. 8,930,250, with additional patents pending in the United States and Canada.

            Patents pending for:

            Portfolio Screener, Income Managed Account, and Social Security Tool.

            Find a Financial Advisor

            Find a Financial Advisor

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