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How A “Financial Advisor” Blew $168 Milllion of his Lotto Winning Client’s Money

Have you heard about the lottery winner that has already lost $168,000,000 ($168 Million) in just two short years after winning the money?  Although I am sure that there is always two sides to every story, this consumer is filing suit against two “bogus financial advisors” who he claims have blown through the money.  Apparently  Click to Continue

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Using Philanthropy to Create Tax Deductions

It has been researched that 85% of households give some money at some point throughout the year. So philanthropy is not new, it is encouraged by religious groups, social groups and certainly alumni associations and hospitals etc, etc. Historically the real impacting gifts are made by wealthy families but there is a new form of  Click to Continue

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A Unique Solution for Wealth Transfer and Qualified Funds

I want to discuss today about an alternative for transfer of wealth for one’s qualified funds.  With the many annuity and life insurance carriers out there in the Industry, only a very limited handful of carriers provide this unique solution for this type of client.  The goal is simply to convert the qualified funds (Tax  Click to Continue

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Enhanced Benefits of Annuities

Annuities can provide enhanced benefits in addition to the lifetime income stream, growth with 100% downside protection, and tax deferral.  I want to explain the benefits that provide Enhanced Death Benefits, Medical Benefits, Nursing Home Assistance, and Return of Premium.   Enhanced Death Benefits Enhanced Death Benefits are similar to how the lifetime income riders  Click to Continue

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An Annuity Alternative for Wealth Transfer

There are a handful of scenarios where an annuity would be a great fit a consumer.  One of the more popular needs today is wealth transfer.  Consumers want to just leave their money to heirs, and allow it to grow better than a CD.  Annuity carriers now provide “enhanced death benefits” to generate guaranteed growth  Click to Continue

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