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The Basics: Answers to Some Common Questions
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What is an Annuity?

  • Get the Facts on Indexed Annuities 
  • Suze Orman on What's Wrong with Annuities

Email: gilbertaz9@yahoo.com | Call: (704) 905-9867
What is your 401(k) costing you?

  • 60 Minutes' Report- The 401(k) Fee Issue
Is your 401(k) or retirement safe?

  • 60 Minutes' Report- The 401(k) Fallout
Do I buy Term or Permanent Insurance?

Click the picture for an informative article.
Why Should I Be Thinking About Long-Term Care Now?
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              CBS News Report
              Aging in America:  
         Crisis in Long-Term Care