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Meet David ValenciaAmy Rushforth2020-07-02T16:05:23+00:00

David Valencia is no longer of agent status with our firm

SPOTLIGHT

The Purpose Of Money Dictates Where We Invest
Retirees Should Invest In An Fixed Indexed Annuity
What Is An Index Strategy, How Can You Use It To Have A Safer, Prosperous Retirement?
Annuity Payout Options: What You Need to Know
What Is A Fiduciary And How Can One Ensure You Have The Best Possible Retirement Outcomes
Lower Interest Rates Until 2023? Great For Spenders, Bad For Retirement
The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement
What Women Business Owners Can’t Ignore When Planning For Retirement
Should You Consider Moving When You Retire
How Can A Hybrid Annuity Help You Plan For Long Term Care
What The Pandemic Has Taught Us About Financial Planning
What Are Buffer Annuities And How Do They Work
Six Common Designations Used By Advisors And Agents
What Is A Multi-Year Guaranteed Annuity And Why Should You Care
What Is An Annuity Laddering
The Elusive Market Sidewinder Hidden But In Plain Sight

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