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Think of it like a “Windfall”

We are well into tax season which means more and more individuals are beginning to think about their tax refunds, and what to do with them. The answer always relates to how healthy the individual’s cash flow is. If you like the feeling of getting a “windfall” in the form of a tax refund, you should take the time to shop around for good options for where to put that money. There may be options that didn’t exist this time last year and so you may not be aware of them. Call us, we’re always here to help and will certainly let you know of the new options we are aware of. If you know that check is coming, plan ahead on where to put it. Timing sometimes means you end up with more money in the end when you want it most.




Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.