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    • We believe in safety first!

      Safety First

      Safety First

      We believe in safety first!

    • We will evaluate your needs and offer you potential solutions!

      Reasonable Return

      Reasonable Return

      We will evaluate your needs and offer you potential solutions!

    • Your financial future doesn’t have to be complicated!

      Keep it Simple

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      Your financial future doesn’t have to be complicated!

    • How Will We Care?

      When I read this week’s article on long-term care solutions for an aging world, I thought about other concerns that living longer creates. “The number of people aged 65 years and above will grow by around 80% to nearly 1 billion over the next 15 years”. Needs will include not just health care,[...]

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      Cutting Taxes Legally

      We are always interested in reading about ways to cut taxes where legally possible and thought to share with you this week’s article on that same topic. The article tells us that “Cutting your taxes every way that’s legally possible is a smart way to keep more of your hard-earned money. [...]

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      The Changing Face of Retirement

      I liked this week’s article and thought to share it with you because it raises a common myth which is “If you have a retirement account you don’t need an annuity”. Instead, the article reminds us that “One of the major benefits you can get from a fixed indexed annuity is the guarantee [...]

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      • Strategies to feel good about preparing for retirement
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      • 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

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