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RESOURCES

Videos

Our media library is a collection of short, informative videos discussing a variety of topics surrounding retirement.

We encourage you to watch and learn more about these important topics.

These videos are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Contact us today for a no-obligation financial consultation!
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Fixed index annuities are insurance products that are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax.

 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Life Insurance Licenses: 

Alabama #3002139793, Arkansas #18801459, Arizona #18801459, California #0M41345, Colorado #657408, Connecticut #18801459, Delaware #3002196972, Florida #W672882, Georgia #3353534, Hawaii #560308, Iowa #1881459, Idaho #72446, Illinois #18801459, Indiana #3564116, Kansas #18801459, Kentucky #DOI-1139217, Louisiana #901641, Massachusetts #18801459, Maryland #3001039539, Michigan #18801459, Minnesota #40722854, Missouri #3001112052, Montana #3001787549, North Carolina #18801459, New Hampshire #18801459, New Jersey #3000945937, New York #1657825, Nevada #3754115, Ohio #1358729, Oklahoma #3001281362, Oregon #18801459, Pennsylvania #990677, South Carolina #18801459, Tennessee #2498652, Texas #2538354, Utah #729082, Virginia #1181334, Vermont #3658060, Washington #1088722

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