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Learning Center

Our library of resources and insights

At Summit Financial Partners, we believe in simplifying our lives so that we have the time to focus on what’s truly important. That’s why we’ve designed a free virtual library available to anyone who wants to learn more about investing, taxes, retirement and ultimately their legacy.

We encourage you to watch our videos below and take notes on what you have questions on. Thereafter, please schedule a meeting with us to discuss your questions using the button below. Happy learning!

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Summit Financial Partners Q&A Videos

Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.