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2003 Newsletters

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When Your Annuity Becomes a Tax Time-Bomb
Retirement Mistakes - Don't Let the IRS Take 20-30% of Your Company Retirement Account
When Your IRA Becomes a Tax Time-Bomb
Increase Bank Deposit Yields by 45%
Articles - Personal Financial Advice Arranged by Topic
Newsletters - Current and Archived Issues
Financial Calculators
Free Maturing CD Notification Service
Split-Funded Annuities
Life Expectancy Tables
State Guarantee Funds

Annuities of the Month

Target Select 9 (100k)

Nine Year Guaranteed
Average Interest Rate

5.68%
9 Year Surrender Term

A+ (Superior) Rating 
from A.M. Best

Product Profile

Request More Information

Palladium Century 7

First Year Interest Rate
10.65%
10 Year Surrender Term

A+ (Superior) Rating from A.M. Best

Product Profile

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Agent Contracting

Guarantee 3+3
Master

Guaranteed 3 Years
5.65%

6 Year Surrender Term

A (Excellent) Rating
from A.M. Best

Product Profile

Request More Information

Agent Contracting

 

 

 

 

2003 Newsletters

December
bulletRetirement Spending Strategies
bulletTax Cuts vs. Tax Deferral
bulletHelp Protect Assets with a Trust
bulletHow Much for the Baby?
bulletGet More from Giving
bulletWhat Went Wrong with Mutual Funds?


November
bulletChasing Hot Funds?
bulletIs Your Life Insurance Keeping Pace?
bulletFixed and Variable Annuities
bulletDollar-Cost Averaging
bulletWatching the States
bulletElection Matters


October
bulletRefiguring Retirement
bulletOverexposed to Risk?
bulletLong-Term-Care Insurance
bulletShould You Convert to a Roth?
bulletInvesting: Art or Science?
bulletI.D. Theft Affects 1 in 4


September
bulletChanging Costs of College
bulletWhat's Next for Your Funds?
bulletDonate the Smart Way
bulletPreserve Your Estate
bulletSurvivorship Life for Business Owners
bulletWhy California Matters


August
bulletThe Virtuous Consumer
bulletWhich Annuity?
bulletInheritance That Keeps Giving
bulletBond Ladders
bulletBuy-Sell Agreements
bulletLife After 10,000


July
bulletMutual Fund Benefits
bullet529 Savings Plans
bulletRevving Up for Retirement
bulletYour Risk Protection Plan
bulletGDP FAQs
bullet2003 Tax Package


June
bulletMind Games with Money
bullet401(k) Do’s and Don’ts
bulletA Question of Maturity
bulletLong-Term Care for Parents
bulletForecast Report Card
bulletStocks Are Rising


May
bulletWhere to Go from Here
bulletAnnuity Triple Play
bulletLooking for Higher Returns
bulletIRA Rollovers
bulletEstate Planning Needs
bulletCost of SARS


April
bulletTax Trap
bulletCatch Up on Retirement
bulletMutual Fund Advantages
bulletUnderstanding Consumer Confidence
bulletCash-Value Life Insurance
bulletWar and The World Economies


March
bulletBully for the Economy
bulletDisability and Your Future
bulletSurvival Guide for Spouses
bulletUpdate Your Beneficiaries
bulletFixed Annuities
bulletConsumer Caution


February
bulletRetiring Your 401(k)
bulletFunds Make Sense
bulletThinking of Long-Term Care
bulletSpending Your Tomorrows on Today
bulletWhen CDs Mature
bulletOutlook 2003


January
bulletRebuilding for Retirement
bulletA $1 Million Gift
bulletYour Parents’ Estate
bulletBond Knowledge
bulletAnnuity Fix
bulletPutting Your Cash to Work

 

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