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Calculators and Calculations

Commentary:

It always seems to be this time of year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several customizable calculators that will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future. Let us know if you have any questions when you’re done using them. We may have some suggestions for how to tweak some of your planning or where to put some of your savings that will help you come up with a calculation that you feel good about. We’re always here to help.

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