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Tricks of the Trade, the Annuity Salesperson

If you haven’t seen or heard the pitches for equity indexed annuities, you probably will before long. Wall Street has identified this as a profitable product – profitable, that is… for THE ANNUITY SALESMAN! BEFORE YOU INVEST YOUR HARD EARNED MONEY, READ THE FINE PRINT!

Click here to read more.

A slew of tax rules are waiting to trip you up when it comes time to move money or cash out your individual retirement account, (IRA) or qualified employer retirement plan. Click here to download.

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