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• Plan for an income for your retirement life
• Protect against inflation, taxes and longevity
• Adapt to meet your lifestyle changes
• Include Long Term Care
• Provide your family with final expenses
• College funding
• Mortgage protection
• Protect yourself against unexpected legal costs

In The News

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Learn More About Retirement Plans on our Resources Page:

Watch our brief videos for valuable information that can help you make decisions about managing your money and planning for the retirement you want. Please click on our Resources Page for more topics.

Retirement Questions

Annuity Primer

Indexed Annuity

Roth Annuity

CD to Annuity

IRA Rollover

Reverse Mortgages

IUL Retirement Plan

Safemoney.Com Member

I am part of safemoney.com, an educational site that has been a tremendous resource for people I work with. There has been a lot of positive feedback about the booklets they offer – there are three of them. You can find them right on my membership page on safemoney.com. Because I am a member there is never any cost to you – just let them know at safemoney.com that I referred you.

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