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Retirement & Annuities

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Retirement and annuity plans are financial vehicles that help individuals save and prepare for their non working years. There are two types; Fixed Annuities that have predetermined guaranteed rates for a predetermined amount of years - usually 2 - 10 years, and Fixed-Indexed Annuities that offer upside growth potential and/or a life income stream.

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Retirement plans are usually funded utilizing annuities or other financial vehicles such as checking or savings accounts, employee payroll, or lump sum cash investments.

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