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Handouts + Fact Finders
Save Taxes - 1040 Worksheet 92k
Real Rates of Return 60k
Your Money Matters 40k
$1000 Lump Sum Investment 40k
Advantage of Annuitization 52k
Basic Benefits of Owning an Annuity 68k
Buyer's Guide to Fixed Deferred Annuities 68k
Comparing Conservative Investments 38k
Creating a growing income stream 100k
Deferred Annuity or Bank CD? #1 49k
Deferred Annuity or Bank CD? #2 2170k
Do You Need An Indexed Annuity #1 35k
Do You Need An Indexed Annuity #2 70k
Equivalent Taxable Yield 46k
Grocery Bag Index 46k
History of Conservative Investing 58k
History of Long-Term Interest Rates 166k
How Long Will it Take to Double 35k
How Much Money Should I Keep Liquid 35k
I Don't Even Buy Green Bananas 27k
Investment Pyramid 28k
Is an Annuity For You? 47k
Is an MVA Right For You? 54k
Living Off Interest 50k
Lock In Gains With an EIA 32k
Other Benefits of Fixed Annuities 43k
Ownership Structure of Non-Qualified Annuities 55k
Periodic Chart of Indices 101k
Probate Invades Your Privacy 37k
Probate Maze 34k
Real Rate of Return 75k
Reasons Why a Fixed Annuity is Perfect 38k
Reduce Taxes with Deferred Annuities 114k
Saving For College 41k
"Stretch" Your Assets 70k
Split Annuity 61k
Take the Tax Bite out of Social Security 64k
Tax Smart Asset Allocation Strategy 83k
Tax Deferral vs. Yield 35k
The Retirement Wave 49k
The Power of Tax Deferral 40k
Triple Compounding 36k
Wealth Transfer 1303k
What Clues to Look For When Selling a Fixed Annuity? 103k
What If Interest Rates Rise 35k
What Info Needed Before Recommending an Annuity? 116k
What's So Special About Fixed Annuities 26k
Who Wants To Be A Millionaire 25k
With A Long Term Fixed Annuity 33k
Without a Net: Don't outline your portfolio 118k
What to do When Rates are Low 47k
What Can a Reset EIA Do For You 58k
Wouldn't You Buy A House If 222k
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