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Social Security and Annuities

Social Security and Annuities

One of the most important areas that need to be considered on the success of your retirement is having enough funds that when you stop working and receiving a regular income. How do you accomplish this important fact, and what strategies are necessary to sustain and thrive in retirement? The answer for many is Social Security and Annuities.

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June is Annuity Awareness Month

June is Annuity Awareness Month

June is Annuity Awareness month which gives us a great opportunity to discuss Annuities with prospects and clients. Ask about our Annuity Awareness Month New Agent Incentive!

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Will RMD’s increase to Age 75?

Will RMD’s increase to Age 75?

Required Minimum Distributions are back for 2021 after CARES Act
Many clients have questions about RMDs. What are RMDs?? What accounts do RMD rules apply to?

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