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  • 401 (K) Rollovers/Annuities
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DID YOU LEAVE A 401(K) OR TSP WITH A FORMER EMPLOYER?
DO YOU HAVE A CD MATURING OR EARNING YOU VERY LITTLE INTEREST?

Before you renew your CD, Rollover your 401(K), IRA or TSP, explore your options for your "SAFE MONEY".
*SAFE MONEY is money that you cannot afford to lose. 
  • 401(K) ROLLOVERS
  • IRAS
  • Index Universal Life
  • Fixed Annuities
  • Term and Whole 
  • Final Expense
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Why Annuities are an excellent tool to help you plan for your financial future.
Features:
 
• Guaranteed lifetime income
 
• Tax-deferred growth1
 
• Withdrawal options when you need it2
 
• Death benefit to help create a legacy that may avoid probate

The chart is a hypothetical example of tax-deferral and assumes an initial premium of $100,000, 4.00% compounded annual rate of return, 33% tax rate, and held for 15 years. The tax-deferred value less taxes represents the increase in value, due to tax-deferral, less taxes with no surrender charge or Market Value Adjustment (also known as Interest Adjustment) applied. This example is not intended to predict or project performance.
 



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  • Life Insurance
  • 401 (K) Rollovers/Annuities
  • Informational Videos