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5 Questions: Senator Orrin Hatch’s Quest to Help Americans Secure a Safe Retirement

U.S. Senator Orrin Hatch (R-Utah), Ranking Member of the Senate Finance Committee, introduced the SAFE Retirement Act of 2013 on July 9, 2013. The Secure Annuities for ...
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Social Security Optimization: Special Supplement Sponsored by Forethought

Educate Your Clients and Prospects Each issue of NAFA Annuity Outlook Magazine contains educational content that will help insurance professionals educate themselves and ...
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Do Income Annuities Increase or Decrease the Liquidity of a Retirement Income Portfolio?

Investors value liquidity – it is after all their money, they should be able to take it and spend it where ever they want. However, taking it where they want and spending ...
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Annuity Abbey Part 2: The Enlightenment

John and Mary Swanson arrived at the annuity seminar. Mary noticed that most of the people at the gathering seemed to be about their age. As they took their seats, Mary ...
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Generating Lifetime Income Can Be a Simple Concept

Managing downside risk has become a critical issue for retirees since the recession of 2008-2009. After watching their savings being reduced by one-third or more, they have ...
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Value Protection For Leading Retirement Service Producers

If you’re a top producer in an agency, you’ve had an opportunity to create substantial personal wealth. You calculate personal net worth and assign a significant value ...
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2013 Tax Guide for Insurance Professionals

It’s tax time again. This brief Tax Guide addresses several key tax issues/changes that may affect your business, your clients, and the products you sell. Hopefully this ...
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The Power of Social Security Optimization Finding $120,000 in 2 Minutes Was Just the Start

Right now your clients may be asking you, “When do I withdraw my Social Security benefits?” Or, “How much can I expect to receive monthly?” Maybe it’s, “Should ...
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Selling to Boomers’ Motivational Values

Brain researchers don’t believe most people make decisions through logical analysis using the left side of the brain and with fluid intelligence. They believe decisions ...
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Tax Season Food for Thought: Making Payments from an Income Annuity Flexible Over Time

Once advisors get pulled into the world of retirement income planning, they quickly understand that managing a portfolio for sustainable cash flow can be significantly more ...