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- 4 Secrets
- Aaron Hail Honored With Esteemed Invitation
- Aaron Hail Professional Credentials
- About Bill Broich
- About Us
- Adam Rosendahl Brings Safe Money & Income Radio to Phoenix
- Adam Waskey Brings Safe Money & Income Radio To Baltimore & Wilmington
- Aegis Financial And Annuity.com Announce National Marketing Partnership
- AEGIS FINANCIAL NEW BRAND FOR FIRST ANNUITY & INSURANCE MARKETING, INC.
- Al Martinez Honored With Prestigious Invitation
- Al Martinez Named Contributing Author for ThinkAdvisor
- Al Martinez Professional Credentials
- Al Martinez Receives IRA Expert Designation From Ed Slott
- Al Martinez Retirement And Income Radio
- Allen Masri Honored With Prestigious Invitation
- Allen Masri Professional Credentials
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- Andrew Winnett, CFF®, Brings Safe Money Radio To Nashville
- Angelica Politarhos Professional Credentials
- Angie Politarhos Honored With Esteemed Invitation
- Angie Samuels Brings Safe Money Radio To Scottsdale & Phoenix
- Annuity.com Endorses Dr. Wade D Pfau’s New Book Safety First Retirement Planning
- Annuity.com Insurance Products & Sales Tools
- Are You The Rock Or Are You The Roll?
- Arianna Del Palazzo Brings Retirement And Income Radio To Sanford
- Arianna Del Palazzo Professional Credentials
- Art Athanas Professional Credentials
- Articles
- Ashok Ramji Honored With Prestigious Invitation
- Ashok Ramji Professional Credentials
- Ben Kunes Achieves NSSA Advisor Cerificate
- Ben Kunes Honored With Prestigious Invitation
- Ben Kunes Named Contributing Author for ThinkAdvisor
- Ben Kunes Newsletter
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- Ben Kunes Retirement And Income Radio Show
- Betty Arellano Honored With Influential Invitation
- Betty Arellano Professional Credentials
- Bill Carter Safe Money Radio Show
- Bill Duggan Brings Safe Money Radio To Detroit
- Bill Duggan Professional Credentials
- Brad Pistole Honored With Prestigious Invitation
- Brad Pistole Named Contributing Author For ThinkAdvisor
- Brad Pistole Newsletter
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- Brad Pistole Wins Prestigious National Award
- Brad Rhodes Brings Safe Money And Income Radio To North Carolina
- Brad Rhodes Professional Credentials
- Brandon Herbst Honored With Notable Invitation
- Brandon Herbst Professional Credentials
- Brandon Herbst Safe Money Radio Show – NO LONGER A HOST
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- Calculators
- Casey Marx Awarded Prestigious Designation
- Casey Marx Honored With Influential Invitation
- Casey Marx Named Contributing Author For ThinkAdvisor
- Casey Marx Receives Advisor Of The Year Award
- Casey Marx Safe Money Radio Show: Get Safe!
- Certified Trusted Adviser
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- Chad Owen Receives Leadership Excellence Award
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- Compare Rates for Term Life Insurance
- Consider An Annuity Instead Of A Bond
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- Dale Tondryk Brings Retirement & Income Radio To Excelsior
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- Darryl Franklin Honored With Celebrated Invitation
- Daryl Blackmon Brings Safe Money Radio To Atlanta
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- Dave Mello Honored With Prestigious Invitation
- Dave Mello Named Contributing Author for ThinkAdvisor
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- Del Fujinaka Brings Safe Money Radio To Honolulu
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- Derek Easdon Named Vice President At Annuity Agents Alliance
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- Eric Hutter Awarded Prestigious Certification
- Eric Hutter Named Contributing Author for ThinkAdvisor
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- Jeff Dietz Brings Safe Money Radio To Richmond
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- Jeff Dietz Professional Credential
- Jeff Kennedy Brings Retirement And Income Radio To Birmingham
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- Jeff Stupar Retirement And Income Radio Show
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- Jeff Wisuri Brings Safe Money Radio To Minneapolis
- Jerry Reed Honored With Celebrated Invitation
- Jerry Rogers Brings Safe Money Radio To Charleston SC
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- Joe Uppleger Honored With Prominent Invitation
- Joe Uppleger Named Contributing Author for ThinkAdvisor
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- John Lawrence Brings Safe Money Radio To Harrisburg
- John Little IV Brings Safe Money Radio to Memphis
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- John Rivers Hosts Retirement And Income Radio Show
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- Ken Reeves Brings Safe Money & Income Radio to North East Alabama
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- LaRoy Mack Brings Safe Money & Income Radio To Chicago
- Lawrence Castillo Invited to be Contributing Author For The Valencia County News-Bulletin
- Lawrence Castillo Newsletter
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- Lawrence L. Castillo Achieves CFF® Advisor Certificate
- Learn From One Of The Greatest Annuity Agents In American History
- Legal White Collar Thievery (Download)
- Legal White Collar Thievery (eBook)
- Len Strickler Brings Safe Money Radio To Florida
- Len Strickler Honored With Esteemed Invitation
- Len Strickler Named Contributing Author for ThinkAdvisor
- Len Strickler Professional Credentials
- Leonard O’Mire Safe Money Radio Show
- Leonard Quimby Brings Safe Money And Income Radio To Flagstaff, AZ
- Leslie Davis Safe Money And Income Radio Show
- Lezam Insurance Expands Market Presence Adding Two Nationally Known Financial Experts.
- Lisa Cassidy Honored With Influential Invitation
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- Lucille Broich
- Lyle Boss Named Contributing Author For ThinkAdvisor
- Lyle Boss Awarded National Designation
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- Lyle Boss Safe Money Radio Show
- Lyle Boss Wins National Award
- Mark Andra Honored With Celebrated Invitation
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- Mark Coker Brings Retirement And Income Radio To Mount Vernon
- Mark Coker Honored With Celebrated Invitation
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- Mark Troyer Safe Money Radio Show
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- Marvin Ivey Brings Retirement And Income Radio To North Carolina
- Masood Mahmood Honored With Prestigious Invitation
- Meet Aaron Hail
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- Michael Battalini Brings Retirement And Income Radio To Pittsburgh
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- Michael Lehrhaupt Hosts Safe Money & Income Radio
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- Michael Masor Brings Safe Money Radio To Houston
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- Michael Passer Honored With Acclaimed Invitation
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- Michael Wilson Brings Safe Money Radio To Philadelphia Area
- Micheal Holt Honored With Prestigious Invitation
- Mike Dalsaso Brings His Retirement And Income Radio Show To Durango Colorado
- Mike Kaminski Honored With Esteemed Invitation
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- Mike Kaminski Safe Money And Income Radio Show
- Mike Moe Honored With Prominent Invitation
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- National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs
- Neil Henry Honored With Prestigious Invitation
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- Our Mission
- Pete Okrasa Honored With Prestigious Invitation
- Philip Richardson CFP®, CLU, ChFC, Named Contributing Author for ThinkAdvisor
- Philip Richardson CFP®, CLU, ChFC, Professional Credentials
- Philip Richardson Honored With Esteemed Invitation
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- Randy Floyd Show Me The Money Radio Show
- Randy Floyd Show Me The Money Radio Show
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- Randy Hux Brings Safe Money And Income Radio To Lafayette
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- Randy Hux Honored With Celebrated Invitation
- Randy Hux Named Contributing Author for ThinkAdvisor
- Randy Hux Professional Credentials
- Ray Cessna Honored With Esteemed Invitation
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- Rick Dennis Honored With Esteemed Invitation
- Rick Dennis Safe Money Radio Show
- Rick J. Hahn Honored With Prestigious Invitation
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- Rob Evans Safe Money Radio Show
- Robert Cannon, AIFA®, Professional Credentials
- Robert Holman Brings Retirement & Income Radio To Phoenix
- Robert Holman Professional Credentials
- Robert Kelly Honored With Celebrated Invitation
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- Robert Messinger Brings Safe Money Radio To Springfield
- Rocky Fraleigh Honored With Prestigious Invitation
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- Rodney Peters Professional Credentials
- Ron Martinez Safe Money Radio Show
- Roy Snarr Achieves NSSA® Advisor Certificate
- Roy Snarr Honored With Respected Invitation
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- Roy Snarr Newsletter
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- Roy Snarr Selected Top Advisor
- Roy Snarr Testimonials
- RQ Swann Honored With Prestigious Invitation
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- Rusty Miller Safe Money Radio Show
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- Sean Sparkman Honored With Respected Invitation
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- Shane McCann Brings Retirement And Income Radio To Florence, Montana
- Shawn Kuntz, CFF®, Brings Safe Money Radio To Wichita
- Shon Peil Honored With Impressive Invitation
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- Shon Peil Receives Trailblazer Award
- Show Me The Money Radio Show
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- Stephen Dybwad Honored With Prestigious Invitation
- Stephen Dybwad Named Contributing Author For The Madison Indiana Courier
- Stephen Dybwad Newsletter
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- Stephen Dybwad Safe Money Radio Show
- Stephen Dybwad Named Contributing Author for ThinkAdvisor
- Stephen Thon Safe Money Radio Show
- Stephen Ting Honored With Prominent Invitation
- Steve Anzuoni Safe Money Radio Show
- Steve Kerby Honored With Invitation
- Steve Kerby Named Contributing Author for ThinkAdvisor
- Steve Kerby Newsletter
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- Steve Standley Brings Retirement & Income Radio To Nashville
- Steven England Brings Retirement And Income Radio To North Carolina
- Steve Standley Professional Credentials
- StickyLickits Joins Sesame Street In National Children’s Nutrition Effort
- Teresa Kuhn JD, RFC, CSA Named Contributing Author for ThinkAdvisor
- Teresa Kuhn JD, RFC, CSA, Honored With Prestigious Invitation
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- Thanks For Your Agent Information Request
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- The Money Center
- The Most Popular Investment In America…
- The Richardson Group Receives Advisor Of The Decade Award
- Thomas Brown Honored With Respected Invitation
- Thomas Brown Professional Credentials
- Tim Davis Brings His Retirement And Income Radio Show To Houston
- Tim Davis Honored With Prestigious Invitation
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- Tim Davis, CLU, CEBS, Professional Credentials
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- Tim Winders Brings Safe Money Radio To Des Moines
- Tim Wood Honored With Prestigious Invitation
- Videos
- Vincent Laurino Professional Credentials
- Warren Elkin Safe Money Radio Show
- Warren Elkins Honored With Prominent Invitation
Posts
- Annuity Payouts: Are You Informed About Your Options?
- Variable Annuities
- Securing Returns From Fixed Term Annuities
- Why you should consider a Solo 401k if you are Self Employed
- What is Probate? How does it work?
- Questions & Answers Regarding Probate
- Credit Score Information Frequently Asked Questions and Answers
- Self Directed Real Estate IRA
- Coverdell Education Savings Account: College with Tax Advantages
- Estate Planning – Get Organized!
- 2012 Fee Disclosure: Finally
- Charitable Gift Annuities
- Annuities: How long have they been around?
- Longevity! Can You Insure It? Yes!
- Investors, Teenage Girls and Sheep
- Long Run Investments – Stocks vs. Real Estate
- Home Equity – Reverse Mortgage Loans
- It’s Not Financial Rocket Science
- Helping Baby Boomers Plan for Retirement
- The US Treasury, Your 401 (k) and Longevity Income
- Safe Money, What Are Your Real Options?
- The Chicken, The Egg and Goldilocks
- Are You Paralyzed About Your Retirement Choices?
- Don’t Gamble. Leverage like Buffett
- Mother, Banks and Options to Avoid Poverty
- Are US Treasuries a Smart Bet For You?
- Annuities Dirty Little Secret Number 2: Great Products or Great Rip Offs?
- Inflation and Fixed Indexed Annuities. Can You Protect Yourself?
- Up Up and Away – Fixed Indexed Annuity Sales Skyrocketing
- A Comprehensive Guide To Annuities And Annuity Investing
- Dollar Cost Averaging With Variable Annuities
- Dissatisfied with 401(k) Plan Investment Menu?
- Congress and US (The American People)
- Should I Invest In An Annuity?
- Your Retirement Income. Guaranteed? Or at Risk?
- Financial Advisors: Beware of Fees and Hidden Commissions
- Bond Brokers are Becoming Annuity Salesmen
- Annuity Lie: You Die and the Insurance Company Profits
- Women, Annuities and the Need to Outsource Retirement Income Management
- My Least Favorite Annuity
- Maximize Your Social Security Benefits
- What’s the Difference Between an Old Man and an Elderly Gentlemen?
- Endowment Annuities, Also Known as the Model T Annuity
- Do Annuities Have Fees?
- What Do You Want Your Retirement Money to do For You?
- How to Actually Plan for Retirement
- Bonds and the Benefits they Provide to Themselves
- Should You Choose an Annuity or a Bank Certificates of Deposit?
- The Best and Safest Investment You Can Make
- A Case Study in Fixed Indexed Annuities — The Income Tripler
- The Difference In IRAs and RIAs Is More Than Just The Letters
- Brands And Why We Trust Them
- The Richer You Are, The Older You Will Be
- FINRA Wants Our Annuity Products
- What If You DID Have A Crystal Ball?
- Evolution of Variable Annuities Doesn’t Mean Improvement
- Should I Buy Long Term Care Insurance?
- Where Will You Be in 10 Years?
- Is An Annuity Right For You?
- Depression And Worry For Baby Boomers
- How Fixed Indexed Annuities Work
- How To Use Income Annuities In Retirement Planning
- 1031 Exchanges and Tax Benefits
- Pros and Cons Of Variable Annuities
- A Reality Check And The Annuity Bubble
- How To Stay In The Money During Your Retirement Years
- A Retirement Income Trifecta
- Make Sure Your Year-End Financial Checklist Makes Sense
- Important Questions To Ask Before Buying A Fixed Annuity
- Am I A Senior?
- High Returns Possible With Indexed Universal Life
- Certificates of Deposit Strategies
- Is There Risk Investing In US Treasuries
- Transparency It Had To Come We Knew It All Along
- 20 Questions To Ask When Interviewing Annuity Agents
- The Times They Are A Changin For Annuities
- Creditor Protection: The Annuity Option
- The Federal Government And Their Slow Creep Over Our Lives
- New Department Of Labor Forthcoming Rules Redefining Fiduciary Could Be Bad For All
- Buy An Annuity And Earn 8%
- DOL And The Three Blind Mice
- The Flip Phone Evolution To ROBO Advisors
- Variable Annuity Companies May Face Huge Loss Of Revenue
- Physicians And The Affordable Care Act
- Baby Boomers Will Be Have To Pay A Higher Percentage For Their Medical Care
- Healthcare And The Baby Boomers
- See What The Insurance Industry Has Planned For Us
- Considering A Fixed Indexed Annuity For Your Important Retirement Funds?
- Dad Goes To Day Care
- The Zoo: Understanding Bulls, Bears and the Deer
- 30 Year Bonds Available Get Them While They Are Hot
- Beware Tax Scams
- The Curtain Is Drawn Back On Bond Sales
- The Death Spiral of the American Health Insurance System
- Social Security Will Run Out of Money
- Glass, Toilet Paper And Cell Phones
- Why Interest Rates Are Low And Will Stay That Way
- More Americans Are Drifting Into And Dying In Poverty
- Big Changes Coming To Estate Tax Planning
- Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
- Avoid Identity Theft; Learn How to Recognize Phishing Scams
- Old News And New News Are Still The Same News
- Ask Before You Leap When Considering An Annuity
- The Almighty Income Check
- Worry and Concern Over Medical Costs And Expenses
- Should An Annuity Be A Part of Your Retirement Portfolio?
- Sustainable Income For Life
- Annuity Sales Are Predicted to Grow In These States
- 3 Overlooked Tax Reductions That Will Shock You
- Variable Annuity Sales Take Another Big Hit
- Annuities – Confused? – Keep It Simple!
- Make Sure Your Credit Score Is Accurate or It Could Cost You
- What Are Zero Coupon Bonds?
- One Huge Benefit for Annuity Owners
- A Pile Of Cash: How Important Is It?
- Use ‘Transfer on Death’ Form to Avoid Probate Court
- Get The Facts, Ask Joe Friday
- Buffett Says. The Problem is Health Care
- Fake News
- 4 Percent Rule or Annuity for Peace of Mind in Retirement (Don’t Worry – Be Happy!)
- Greed and Fear Can Destroy Your Finances
- Don’t Let Extreme Fees Ruin Your Retirement
- Human Beings Are Strange Animals Indeed!
- A La Carte Planning Don’t Be A Victim
- Divorce Can Be Very Costly To Retirement Planning
- Guaranteed Income Should Be Your Outcome
- Lessons From Eddy
- Income Solutions 2017
- Use This IRA Solution to Eliminate Long Term Care Insurance Premiums
- Anonymous Sources- Can You Really Trust Them?
- People Depleting Their Retirement Funds Fast… Do Not Be One
- Saving For Retirement? Don’t Forget Your Teeth
- Inflation Can Cripple Retirement Planning
- How Many Acres Must I Own?
- Charitable Gift Annuities Can Provide Benefits
- Risk on Paper Is Different From Reality
- Where Should You Invest Your Money? Answer These 8 Basic Questions
- Do Agents Use Annuities In Their Own retirement Plannings?
- Women And Investing It’s A Different World
- A Simple And Successful Approach For Your Nest Egg
- The Dreaded Four Fears Of Retirement Planning
- Houston, we have a problem!
- The Retirement Jigsaw Puzzle
- Are You Prepared For The Next Storm
- How Much Will It Cost Me?
- Medicare ABCs
- Our Government Has Mortgaged Our Future
- What Happens To Your Retirement Plan When The Market Crashes?
- Control What You Can And Plan For What You Cannot Control
- Eric Hutter Safe Money & Income Radio
- Al Martinez Retirement & Income Radio
- But I Don’t Want To Spend My Principal
- The Great American Rip-Off
- Dan Van Patten’s Safe Money Radio Show
- Deer In The Headlights
- Bill Carter’s Safe Money Radio Show
- A Time To Give Thanks
- The Biggest Problem Facing Retirees Is Medicare Reimbursements
- Healthcare Is The Biggest Social Issue Of The 21st Century
- It’s All About Planning
- Play Like A High Roller
- If You Don’t Get What You Want: Sue Them
- New Year New Hopes
- Understanding Your T.S.P. Options and Decisions.
- Is There a Way to Protect Assets and Provide Quality Long Term Care for Someone Already Receiving Care?
- Time
- In Death, The Details Become Essential
- A Contemporary Twist On Little Red Riding Hood
- Preparing For Retirement Beyond The Finances
- How Fixed Indexed Annuities Offer Guaranteed Income And Avoid Market Risk
- Let Freedom Ring
- The Eighth Wonder Of The World
- When Optimism Can Be Devastating
- The Emotional Side Of Being A Trusted Advisor
- Why Market Draw Downs Slash Total Retirement Dollars
- Does Tax Deferred Growth Make Sense For You?
- Which Bucket Of Money Do I Use First?
- Maximize Your Pension And Take Better Care Of Your Spouse.
- What Do Experts Say About Using Annuities for Retirement Planning?
- What Do Different Annuities Offer?
- Which Annuity Is Right For You?
- Owning Gold Is Hoarding
- The Value Of Legacy
- Learn The Secret That Most Affects Your Retirement Success
- Watch Those Comparisons
- What Is Your Exit Strategy?
- Why Annuities?
- Lions And Tigers And Fees Oh My!
- Annuity Lies And How They May Impact Your Future
- You Spell Annuity S-E-C-U-R-I-T-Y
- At Risk
- A Life Insurance Policy Is An Asset You Can Sell
- Management Of Annuity Taxation
- Top 10 Retirement Planning Mistakes
- Choose An Annuity For Your Retirement Account
- Love Pensions But Hate Annuities- Really?
- Don’t Worry The Market Always Comes Back
- You Can’t Afford Another Market Crash, Or Can You?
- The Cost Of Prescription Drugs Can Cripple Retirement Plans
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- Brokers – Are They Working For Their Retirement Or Yours?
- Do We Really Need This Type Of Structure In Our Lives?
- Use The IRS Section 1035 To Find The Highest Yield For Your Annuity
- Will Your Retirement Accounts Last You To Age 117?
- Social Security Could Be Gone Sooner Than You Think
- Experts And Guarantees
- Are Annuities Good Or Bad?
- Can You Afford To Lose Another Decade of Wealth
- Practice What You Preach
- A Physicians Career and Protecting Your Retirement Funds With Fixed Indexed Annuities
- Whole Life Insurance Or Term Insurance- Which Is Best?
- 12 B-1 Fees And Distrubution Fees In Mutual Funds
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- Safeguard Your Wealth With Required Minimum Distribution Strategies
- Be Cautious Of Those Bearing Financial Advice
- Safe Deposit Box Tips
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- Father Knows Best
- Buy Low Sell High
- It Only Rains Twice A Year In Our Town
- Don’t Borrow Your Way To Retirement
- Can You Pass The Retirement Lie Detector?
- A Message To Your Current Broker
- Stress Free Retirement With Annuities
- Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?
- 7 Ways To Finance A Start-Up
- The Rollercoaster Market And Why My Clients Are Laughing
- Is Holding Out For Higher Interest Rates In Your Best Interest?
- Four Realities Of The Stock Market And Your Retirement
- Trick Or Treat Is The Market On Wobbly Legs
- The Myth And Realities Of Your Average Rate Of Return
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- When Should I Take A Profit?
- Is There An Ideal Age To Purchase An Annuity?
- Balanced Investment Strategy Guide
- Small Fees Can Mean Big Impact on Your 401(k) Growth
- Is It Time For The Truth?
- Five Tips For Cybersecurity Consciousness
- The Three Biggest Misunderstandings About Annuities.
- The Huge Difference In Your IRA Between Accumulation And Distribution
- Protect Yourself From Bank Worst Practices
- Designate A Beneficiary And Lower Probate Expense
- I Love Annuities BUT
- Why Buy An IRA When An Annuity Is Better?
- The Income Gender Gap Is Stacked Against Women
- Elder Abuse And Tax Scam Issues
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- A Christmas Card From Your Registered Investment Advisor
- I Am Not Going To Say It
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- Lies My Financial Advisor Told Me.
- Life After The Memorial
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- Should 2018 Auld Acquaintances Be Forgot?
- Chevrolet or Ferrari, Which Would You Choose?
- Alternatives To Traditional Long Term Care Policies
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- The Perfect Investment: Is There Such a Thing?
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- Risk Is A Four Letter Word
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- Small Business Grants – Tips
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- Negative Or Just Realistic?
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- Promises And Guarantees Are Not The Same Thing
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- ROBO-Advisors Invade Retirement Planning: Hurray!
- Assumptions: Would You Bet Your Retirement On It?
- Ashok S. Ramji Earns Chartered Life Underwriter Designation CLU®
- What Is The Purpose Of A Second Opinion?
- Beware Of The Future Cost Of Medical Care
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- How Do I Pick The Right Agent To Help Me?
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- Two Basics You Must Know About Annuities
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- The Annuity Guarantee: Safety and Security
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- What You Should Know About Investing Your 401k In Company Stock
- Retirement Planning Strategies
- Retirement Planning for Singles And Unmarried Couples
- Steve Kerby Honored With Prestigious Invitation
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- Five Benefits Of Working Past Retirement Age
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- Annuities as an Investment Vehicle
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- Your Guide To Choosing A Tax Professional
- Advance Directives: “The Living Will” and other issues
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- Are Revocable Living Trusts for You? Basic Information
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- 10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
- Market Volatility Can Be Defeated: Retain or Gain!
- Income Riders Are The “Future”
- Sugar Loaf’s Will Be The Most Important Investment Choice For The Next 20 Years.
- Live Long And Prosper But Not Too Long
- Whale Or Big Fish Where Do You Stand?
- Retirement Income: Guess? or Guarantee?
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- You Or Your Funds: Who Will Cross the Finished Line First?
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- Ask Questions To Find The Best Annuity For You
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- Rating and Comparing Annuities
- Strategic Planning with Annuity Riders
- To Be Or Not To Be: What Is An Annuity?
- Operation 401(k)
- Understanding Variable Annuities: Pros and Cons
- Volatility And Longevity
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- A Big Pile of Money: What is it Good For?
- The National Debt: Will it Ever Be Paid? No!
- Use Golf to Understand Bonds
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- Retirement Planning: Common Investor Mistakes
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- Are You A Fox Or A Hedgehog?
- Get Started with Basic Estate Planning
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- Top 4 Annuity Scams – Here’s What to Look For To Protect Yourself
- Advantages of the 1035 Exchange IRS Code
- Do You Know And Understand Your Risk Tolerance
- When is a Good Age to Consider Investing in An Annuity?
- Billions In Fees Translates to Billions In Lower Retirement Income
- How to Choose an Attorney
- Wills and Trusts Defined
- How to Choose a Financial Planning Attorney
- Assets Under Management Fees and Expenses
- The Next Major Annuity Market Is Massive: Women
- Robo Advisors And The Loss Of Customer Service
- Roth IRAs, IRAs, 401(k) and Account Conversions
- Rich Get Richer, Poor Get Poorer – What about the Middle Class?
- Think Like A Tortoise And Comprehend The Real Meaning Behind The Annuity P 1
- Distribution With Diversification Or Distinction?
- Max Out Your 401(k)
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- Nelson Nash: A Tribute To A True Safe Money Hero
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- Annuity Riders
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- The Inverted Yield Curve
- Annuities Explained
- Tips To Lower the Property Taxes on Your Home
- The Best Kept Secret in the Financial World
- Warning About Phony and Bogus High Interest Rates
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- How To Modernize Life Insurance at Retirement Time
- Trust: Use the Ronald Reagan Approach
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- Eliminating Market Risk To Your Retirement Funds
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- The Importance Of Dental Health For Senior Citizens
- Consider Using Math And Science When Planning Your Retirement
- How to Understand Insurance Company Financial Ratings
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- Avoid Penalties By Learning These Important Early 401(k) Withdrawal Rules
- Financial Dentistry
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- If You Don’t Want To Be A Fool Quit Acting Like One
- The Tax Deferred Annuity
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- Estate Executor: Duties and Obligations
- What Happens To Bonds and Annuities If Interest Rates Rise
- The Sherriff In Town Comes To The Rescue
- Avoid Unnecessary Probate Expenses and Time Delays With This Simple Planning Tip
- Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
- Investing Can Be Risky….Maybe Not!
- The Float, Warren Buffett, Annuities and You
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- 10 Retirement Planning Mistakes and How to Avoid Them
- Term Life Insurance: Advantages and Disadvantages
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- Look Before You Leap Into Corporate Bonds
- Annuity Lies Rebutted
- 401k Asset Allocation Strategies
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- 7 Shortcuts For Major Money Hassles
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- Your Retirement Distribution Strategy
- Boomers And Hybrid Annuities
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- What Your 401k Provider Doesn’t Want You to Know
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- Helpful Tips For Improving your Credit Score
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- Sleep Tight Knowing Your Investments are Safe.
- The Top 7 Most Common Financial Mistakes
- Seven Ways to Improve Your 401k
- Outsource The Liability
- Long Term Care Insurance Premiums Increase Continue With No End In Sight
- Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
- Ever Wonder How the Stock Market Works?
- When Harry and Sally Met Their 401(k)
- Understand Your Social Security Survivorship Benefits
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- Dealing With Uncertainty and Your Retirement
- But My Broker Says
- FINRA And Its Relentless Attack on Excessive Fees
- Do You Have An Exit Strategy? Do You Know When To Get Out Of The Market?
- Look Out For The Falling Stock Market
- How To Enjoy The Best Years Of Your Life
- A Common Sense Approach To Basic Retirement Planning
- Cost Segregation
- Market Volatility Puts Retirement Accounts In Peril
- Safety In Retirement
- The Misconception Of Annuity Liquidity And Income Riders
- Protecting Your Assets
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- Make Sure You Have Named A Beneficary On Your Annuity Contracts
- Proceed With Caution Using An Annuity In A Trust
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- A New Idea That Has Been With Us For Over 200 Years
- Asset Preservation VS Asset Speculation
- The Miracle Of Compound Interest
- Do You Have An Umbrella For The Rainy Day
- Laddered Buckets Can Maximize Retirement Options
- Annuities Are Not The Enemy
- Normalcy Bias And Your Retirement Income
- Responsible Management Of Retirement Savings
- Nightmare On Easy Street
- Should You Be Concerned About Required Minimum Distributions
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- Avoiding Probate: A How To Guide
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- Three Reasons 401(k)s May Not Be Suitable For Some Investors
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- Fixed Indexed Annuities And The Road Analogy
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- 4 Strategies To Reduce Volatility In Your Retirement Portfolio
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- Sequence Of Returns Risk
- Help Your Surviving Wife Survive
- The Lizard Brain
- Does Wall Street Math Match Up With Actual Results
- What Is The Rule Of 72
- The Retirement Question
- Does Your 401K Or IRA Need To Be Rescued
- It’s What You Keep That Counts
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- The Wisdom Of Planning For Possible Illness
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- Use The Bank Ladder Approach To Increase Yield On Your Bank Deposits
- 7 Things You Must Know About Claiming Social Security
- These Annuities Can Give You A Little Extra TLC
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- Rate Of Return Or Payout Percentage.
- Self Directed Individual Retirement Accounts IRA
- There Are Fees And Then There Are Fees
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- Business Succession
- Does Your Pension Fund Help You Meet Life’s Unexpected Demands
- Women And The Retirement Nightmare
- INcome Versus IFcome
- Legacy Abitrage
- It Is Not If But When
- The New Corporate Business Plan: Outsource Pension Liability And Improve Profits
- Top 7 Retirement Planning Mistakes To Avoid
- Which Life Insurance Policy Should I Choose
- When Planning For Safety Consider The Alternatives
- Can Contentment Cause People To Be Blind To Danger
- DO ETFs Signal The Demise Of The Mutual Fund
- Will Your Family Be Affected By The Secure Act
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- Should You Invest In Gold Consider These Pros and Cons
- What Drives Your Financial Decisions?
- Up Down Up Down Up Down
- Is the Stock Market Being Artificially Manipulated
- Clean Out The Junk Drawer Of Your Mind
- What Does the FDIC Not Guarantee or Insure
- Brokered CDs, Are They Right For You?
- US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
- The Millennial Generation Could Damage Retirement Planning
- Concerned About Trusting An Insurance Company With Your Important Retirement Funds?
- Annuities For Women
- The Modernization of American Annuities
- Are You Ready If The Market Crashes?
- NOW WHAT DID YOU DO
- The Retirement Checklist
- Could Investing In Treasuries Be A Mistake?
- It’s Official A Pandemic Is Upon Us
- No One Is Calling Me And I Am Glad
- Are We There Yet?
- Time The Stock Market And Make A Huge Profit
- Volatility, Information, The Stock Market and Annuities
- 2019 COVID-19 Impact On The Market
- The 3 Biggest Concerns About Variable Annuities
- How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World
- What If It Was Me
- In Troubled Times Focus On The Good
- Has The Pandemic Made You Long For Safety?
- What Are Your Essential Life Decisions?
- Coronavirus Has Exposed Retirement Financial Land Mines
- Do Your Job
- The Gray Divorcee
- Annuities Have Surrender Penalties And That Is A Good Benefit
- Some Light At The End Of The Tunnel
- Different Stages In Life Requires Different Advice
- Living Longer Sounds Nice But Can You Truly Afford It
- Helping Baby Boomers Plan For A Successful Retirement
- Will Inflation Kill Your Retirement
- The Economy Is Rebounding And So Are Fixed Indexed Annuities
- How To Keep From Going Crazy When The Pandemic Is Over
- Tax Free Exchanges: Can I Move My Annuity Without Tax Liability?
- Does Your Annuity Salesperson Stay In Touch With You
- Seven Common Mistakes Federal Employees Make With Their RetirementBenefits
- Snowball Or Avalanche
- How To Survive And Thrive The COVID-19 Market Losses
- The Stock Market Crash of 2020 – Were you protected?
- What Federal Employees Must Know Before Borrowing From Their TSPs
- Owning A Small Business Does Not Mean Your Retirement Planning Is In Place
- Happy Lockdown 4th
- Use Your Brain To Control Money Making Decisions
- Why You Should Leave Your Heirs Life Insurance Or Annuities
- Fixed Indexed Annuities Stay Focused On The Ball
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- When Should You Claim Your Social Security
- Unlock A Hidden Asset
- Which Way To Turn
- Self Direct Your Individual Retirement Account To Match Your Goals
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- Will COVID-19 Change The Way You Save For College Tuition?
- The Long Hot COVID 19 Summer
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- Should Your Portfolio Include A Deferred Income Annuity
- Why You Need To Add A Retirement And Income Specialist To Your Money Team
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- Six Common Designations Used By Advisors And Agents
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- What The Pandemic Has Taught Us About Financial Planning
- How Can A Hybrid Annuity Help You Plan For Long Term Care
- Should You Consider Moving When You Retire
- What Women Business Owners Can’t Ignore When Planning For Retirement
- The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement
- Lower Interest Rates Until 2023? Great For Spenders, Bad For Retirement
- What Is A Fiduciary And How Can One Ensure You Have The Best Possible Retirement Outcomes
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- Retirees Should Invest In A Fixed Indexed Annuity
- The Purpose Of Money Dictates Where We Invest
- How Should You Prepare Your Finances For Life After The Presidential Election
- Are You A Woman Worried About Money?
- Do You Insure Your Home?
- And They Lived Happily Ever After
- Retirement Income Planning Right Or Wrong
- Do I Need Dividends in My Retirement Portfolio?
- Use a HSA To Partner With Your Retirement Funds
- Will A Diverse Retirement Plan Provide Peace Of Mind
- A Mistake And A Miracle
- Running Out of Money Before You Run Out Of Life
- Financial Amnesia
- What Federal Employees Need To Know Before Selecting A Benefit Option
- On Time, Tax Benefits, On Target, UnTouchable
- The Fundemantals Of Retirement Have Not Changed
- Will Your Retirement Income Go The Distance?
- What Exactly Is An Annuity
- Have You Heard From Your Financial Advisor Lately
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- What Is The Sequence Of Returns Risk, And How Can You Manage It When You Retire
- How To Design And Customize Your Retirement Asset Allocation Framework
- The Top Qualities Of Debt-Free And Financially Prosperous People
- Can You Ensure Your Golden Years Are Sweet?
- Do You Have The Liquidity Needed For Downturns?
- Is Your Advisor Giving You The Right Advice?
- What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio
- How Rising Unemployment Will Affect Retirees
- Lower Your Costs In Retirement By Getting And Staying Healthy
- 10,000 Baby Boomers Retire Each Day
- What Goes Up Must Come Down
- What Is A Short-Selling Squeeze
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- The U.S. Debt Gone Mad!
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- The Longer You Live The Longer You Live
- How Medicare Benefits Fit Into Your Retirement Plan
- Are You And Your Money Prepared For The Next Pandemic Or Recession?
- Corn Farmer Analogy
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- Why Both Spouses Must Be Involved When It Comes To Retirement Planning
- Market Volatility and Income
- If You Are Approaching 65 You Should Know Your Medicare Options.
- Five Common Medicare Misconceptions That Can Impact Your Retirement
- Tips For Pre-Retirees As They Manage Their Money During And After The Pandemic
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