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Resources

Riding Market Highs Thumbnail

Riding Market Highs

A long-term mentality is important when investing in the market, but if left unchecked, you could be subject to major volatility when the market drops. Are you prepared?

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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

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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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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