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$100,000 Lump Sum Investment Grows to...5 Years10 Years15 Years20 Years25 Years3% Tax Deferred*11,59313,43915,58018,06120,9383% Taxed Annually**11,12812,38313,77915,33317,0624% Tax Deferred12,16714,80...
Most states have guaranty funds to help pay the claims of financially impaired insurance companies. State laws specify the lines of insurance covered by these funds and the dollar limits payable. Cove...
Clients approaching retirement or already retired are seeking ways to minimize market risk on their retirement assets. Some may have suffered market losses and need time for them to recover. Incorpora...
The Index Credit Rate for this option is based on 12 monthly percentage changes in the S&P 500® Index over the course of a 12-month period. Each month’s positive percentage change is limited by a C...
Market Volatility: Looking for OpportunityIn Chinese, the word "crisis" is composed of two parts. One symbolizes "danger;" the other represents "opportunity." If you can keep your head while all aroun...
GAO Report Suggests Annuities as Retirement Income OptionThe U.S. Government Accountability Office (GAO) reports that financial experts typically recommend that middle-net-worth retirees use a portion...
Find out which one is best for you.It can always be a bit challenging trying to decide which is the best way to invest your money for retirement. You understand the importance of diversifying your por...
Are nearing retirement or are retired (age 55+)You may be interested in adding to your retirement nest egg.Are looking for guaranteesYou may like the issuing insurance company’s guarantees of stabil...
A Living Trust is not really complete without utilizing the control and asset transfer benefits of a fully funded living trust.It is common knowledge that the primary purpose of an annuity is to help...
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