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AS YOU APPROACH RETIREMENT?

YOU'RE NOT ALONE...

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Find Out Where You Stand Regarding

"5" Crucial Retirement Areas...


  • Income, Social Security all Sources
  • Medical & Health Care
  • Advance Financial Planning
  • Risk Managment
  • Tax-Efficient Strategies

As Retirement Planning Specialists

We help people with...


  • MortgageMax - Avoid Expensive Refinancing
  • Social Security Maximization
  • Maximizing Retirement Income all Sources
  • Social-Security-Like Income Annuity Plans
  • Replacing lost Social Security Survivor Income
  • Tax-Free Rollovers of 401k's 403b's & IRA's
  • Insurance, Life, Long-Term Care, Final Expense
  • Estate Planning, ILIT's, Wills, Trusts, POA's
  • Survivor's Guides, Quality of Life Directive's
  • Beneficiary Liquidity Plan's for Survivor's
  • Asset Protection from Probate and Creditors
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Click Read & Learn

Articles & Written Resources

Ken Fisher advertises that

"He Hates Annuities"

(naturally, he sells stocks)


Surprise...He Owns More Annuities

than anyone in the World!

Read How Black Rock one

of the Largest Investment Firms

in the World.


Makes a Case for

Why People should Include

Annuities in their Retirement Plan.

When Roger Ibbotson published a

new report on fixed indexed

annuities and their

place in an optimized retirement

portfolio, everyone took notice.


Few economists and financial

researchers garner the attention

and level of respect that he does.


Want to Retire Happy?

Learn How by Reading this Report

Read why Susan Rupe..


Thinks today is the Perfect

time for Pre-Retirees to Own Annuities.


How does an Insurance Company

Make Money, if it sells annuities?


Learn 23 Uses for

Annuities in 2023

Learn why AIG Policy Holders

lost nothing even though the company

filed for Bankruptcy in 2008

Download the 2024 Retirement Planning

Cheat Sheet

Covering the 2024 Rules

Download the 2023 Social Security

Cheat Sheet

Covering the Current Rules


Download Complete

and Save the Goals and

Meeting Organizer form


Download and Complete

Debt Savings Report Software Excel Progam

Payoff Your Bills and Start Saving Thousands in Interest

FASTER

Complete and Submit the Online

Goals & Meeting Organizer here


You can Download

the Long-Term Care

Medical History form Here

FASTER

Complete & Submit the Online

Long-Term Care/Medical History

form Here


Complete Beneficiary Liquidity

and Asset Protection form

Online and Submit

You can Download the

Money Max Debt to Wealth

Analysis Form & List the Details of Your

Debts & Income Sources Here

FASTER Complete the

online Money Max Debt to

Wealth Analysis Form & List the

Details of Your Debts and Income

Sources Here



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