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An annuity is a series of payments made at equal intervals. Examples of annuities are regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments and pension payments.

Final Expense

Final expense insurance is a type of permanent life insurance that collects a regular premium in exchange for a fixed amount of coverage paid to a named beneficiary or beneficiaries at the time of your death.

Mortgage Protection

Mortgage Protection is an insurance policy which compensates lenders or investors in mortgage-backed securities for losses due to the default of a mortgage loan.

Tax Free Retirement

Tax Free Retirement is a special individual retirement account where you pay taxes on money going into your account, and then all future withdrawals are tax free.

College Savings Plans

Put a plan in place that will enable you to maximize your college funding

The Rule of 72

The Rule of 72 is a simplified formula that calculates how long it'll take for an investment to double in value, based on its rate of return

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