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Learn MoreWhen securing a guaranteed income stream for retirement or expanding one’s investment portfolio, annuities emerge as a favored choice.
It’s important to consider that the dynamic nature and versatility of annuities pose a distinctive challenge when it comes to accurately modeling their impact on a client’s cash-flow based retirement plan.
In this short video, we introduce you to John and Jane Anderson, both in their mid-50s and entering their final decade of work before retirement. Follow along as we help you demonstrate the impact of an annuity upon the Andersons’ plan to help them achieve their life goals:
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