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Resources

ABC's of Fixed Index Annuities  Thumbnail

ABC's of Fixed Index Annuities

Have you heard about fixed index annuities, but unsure what they are? Are they suitable for you? This guide helps you understand the advantages and costs of fixed index annuities, and how they compare to other annuities.

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IRA-To-IUL Conversion Strategy Thumbnail

IRA-To-IUL Conversion Strategy

Roth conversions have been the popular way to move money from tax-deferred to tax-free for some time, but the IRA-to-IUL strategy is quickly becoming just as popular. Could it work for you?

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Tax Strategies Thumbnail

Tax Strategies

With increased government spending and rising debt, taxes could become a huge threat! How can you use the right tax bucket to set you free of the looming tax problems?

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Mount Retirement

Picture saving for your retirement as climbing a mountain - Mount Retirement! When you retire, you've reached the summit! But now what? Free fall, or controlled descent? This guide will walk you through 4 key questions to consider when planning to begin your descent down Mount Retirement!

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Your Retirement Income Planning Checklist Thumbnail

Your Retirement Income Planning Checklist

Have you started to plan for the retirement you want? If not, you don't want to plan for retirement on hope or a "what-if". This checklist is a great tool to get started, and will help get you moving on the right path to a more secure retirement!

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Planning for Healthcare

We hope you'll never need it, but what if you need long-term care? Do you have a plan? Healthcare could be the one expense that makes or breaks your retirement. This guide will help walk you through important factors for planning for healthcare in retirement!

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