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Advice licensee uses tech to bypass paraplanning

State Super Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely.

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Read more: SSFSMidwinterState Super Financial ServicesSTCFinancial PlanningMichael MonaghanAdvice licenseeFUMJulian PlummerMidwinter Financial ServicesSAS Trustee Corporation