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Personal Consultant
Thorough, Unbiased Retirement Savings Advice.
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For over a decade we have met consumer and employer needs by offering the most important benefit of all: Peace of Mind. We are continuing that tradition by offering a full portfolio of advice and consultations on the new generation of Life, Annuities, and Retirement Planning products.
Of all the advances of the past century, none will have greater impact upon our lives than extended longevity. Coupled with the uncertainty of Social Security, these products represent a new generation of innovation designed to protect against the financial risks of living a long life, rather than dying young. Ensuring that you don't "outlive" your money is a very important and complex task. Which is why we offer sound, unbiased advice on the subject.
There are products that emphasize long-term value, featuring living benefits protected by the safeguards of contract guarantees. The proper Retirement Planning offers creative and lasting solutions to long-term problems.
Benefits include:
1) Safety of principal
2) Minimum guaranteed interest rates and policy values
3) Tax-deferred accumulation
4) Immediate premium bonuses
5) Options to base policy values on the performance of stock market indexes, without risk to principal (equity indexing)
6) Access to a portion of your money
7) Annuity payment options, including guaranteed income for as long as you live
8) Freedom from probate (with a properly named beneficiary)
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Personal Consultant's Feedback
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