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Annuity Products

Annuities provide a financial contract between Tier 1 Asset companies and clients for guaranteed retirement income. These contracts can gain interest at a fixed guaranteed rate or utilize market indexes with a zero floor, create bonuses for product selection, and can never be outlived. They can be used in a single premium or a recurring premium and create a stable part of a retirement foundation.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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