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Safety First

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Reasonable Return

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Keep it Simple

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FEATURED ARTICLES

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Educate Yourself

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Two

Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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EDUCATIONAL SEMINARS

  • Strategies to feel good about preparing for retirement
  • Strategies that can help rebuild your financial needs
  • Strategies in challenging times
  • Strategies to help achieve financial goals
  • Strategies to help achieve your long-term financial goals
  • Alternative products in challenging times
  • Feel good about your retirement strategies
  • Feel confident about your retirement savings strategies
  • How you can get income that you won't outlive*
  • Information about IRA's and tax deferral characteristics **
  • Things to think about that may be more appropriate for your financial needs
  • How our clients have kept their money safe from market declines
  • Options that let you avoid taxes on IRA distributions**
  • Products that keep your principal safe from market declines*

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation

If just one of these items are a concern you need to call us NOW at
(888) 461-4631.