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Education is Key – Protect, Guarantee & Decide Later

At IIC we strongly believe in the power of education.  We offer education in the four key areas of insurance protection – life, disability, long-term care & annuities.

Protect, Guarantee and Decide Later

Clients that are in the home stretch of retirement tend to want to reduce risk to avoid a negative sequence of returns early in retirement.  One way to do this is to move some money into a fixed annuity.  This allows them to protect their principal and have more peace of mind.  When they do retire, they can decide to make withdrawals or initiate a partial/full annuitization to increase their fixed income.  Our newest Client Chronicle™ gives insight to a recent situation where we protected, guaranteed and decided later about the income.  Launch the link below for Nelly’s outcome . . .   

Client Chronicle™ – Protect, Guarantee and Decide Later

Interested in learning more about annuities? 

Listen to the replay of our recently redesigned Rethinking Retirement Income presentation full of case studies and real-life results. 

Webinar REPLAY:  Rethinking Retirement Income

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The information contained on this website is provided "as is" and does not constitute legal, accounting or tax advice. We are not acting as your attorney, accountant or tax professional. We encourage you to contact the appropriate professional for legal and tax information pertaining to your specific needs and circumstances.
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