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A Unique Solution for Wealth Transfer and Qualified Funds

I want to discuss today about an alternative for transfer of wealth for one’s qualified funds.  With the many annuity and life insurance carriers out there in the Industry, only a very limited handful of carriers provide this unique solution for this type of client.  The goal is simply to convert the qualified funds (Tax  Full Article…

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Confidence is Key When Planning for Retirement

Vanguard’s How America Saves 2013 Report was recently released and showed an increasing trend of investors turning their portfolios over to a financial professional instead of making investment decisions themselves. According to the report, the number of participants invested in a professionally managed program more than doubled by the end of 2007. This is showing  Full Article…

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An Annuity Alternative for Wealth Transfer

There are a handful of scenarios where an annuity would be a great fit a consumer.  One of the more popular needs today is wealth transfer.  Consumers want to just leave their money to heirs, and allow it to grow better than a CD.  Annuity carriers now provide “enhanced death benefits” to generate guaranteed growth  Full Article…

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Long-Term Care

Long-term care can be one of the biggest challenges facing retirees and future retirees.  Is it something that can wipe out even the largest retirement portfolios without proper planning.   Annuities can provide not only a way to save for retirement by providing income for life, but they can also provide long-term care benefits.  Annuities  Full Article…

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