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Annuities and Retirement Programs

Annuities and Retirement Programs Information

A life insurance product that pays periodic income benefits for a specific period of time or over the course of the annuitant’s lifetime. There are two basic types of annuities: deferred and immediate: Deferred annuities allow assets to grow tax deferred over time before being converted to payments to the annuitant. Immediate annuities allow payments to begin within about a year of purchase.

   Video Library  
View Indexed Annuity Video

View IRA Rollover Video

View Immediate Annuity Video 
  View Split Annuity Video

View Annuity Laddering Video

View LTC Annuity Video

Retirement Programs


Video Library  

View IRA Conversion Video

View 412e3 Pension Video

View Split Dollar Banking Video
  View Home Equity Transfer Video

View Business Equity Transfer Video

View Withdrawal Guarantee Video

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