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Annuities

For most people, reaching the goal of a comfortable, independent retirement depends on making their money work as hard as they do.

An annuity is a "serious money" plan that can be a cornerstone of financial security. It provides tax-deferred¹ interest accumulation, guaranteed annuity income rates, and freedom from probate, all in one flexible package.


¹ Income and growth on accumulated cash values have been held by the Tax Court to be generally taxable only on withdrawal. Consult your tax advisor or attorney on your specific situation.

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