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The Ruby Group, LLC ___2012 Sandler Training Resources Bookable of Contents: 1. Sales Tips 4 i. You Can't Solve Problems With Instant Coffee ii. What Lies Ahead In 2012? 2. Sales Tactics. 7 i. Setting
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Offers and white papers are documents that provide detailed information about financial products or services, often used in marketing to persuade potential clients.
Companies or individuals who are offering financial products or services and wish to promote them to potential customers are required to file offers and white papers.
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The purpose of offers and white papers is to inform and educate potential clients about a product or service, aiding them in making informed decisions.
Information that must be reported includes product details, terms and conditions, risk disclosures, and any regulatory compliance information.
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