INVESTMENTS

SERVICES

Fixed Indexed Annuities | 401K Rollover

Individual Retirement Account (IRA) | Roth IRA | Long Term Care 

Fixed Indexed Annuities

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With Fixed Indexed Annuities, premiums are tied to an index and credited in a similar fashion to Indexed Universal Life (IUL's). As with IUL's, Fixed Indexed Annuities offer principal protection and a death benefit, with the possibility for gains contingent upon market performance.

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• A type of tax-deferred insurance product.

• Can be structured to provide income for life, acting as another resource for retirement income.

• Provides protection from market decline with a guaranteed floor.

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401K Rollover

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Individual Retirement Account (IRA)

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Roth IRA

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Long Term Care

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