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Insurance products are offered through the insurance business Clients Excel . Clients Excel is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Clients Excel are not subject to Investment Advisor requirements. AEWM and Clients Excel are not affiliated companies.
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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way. 428891