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Robert Gay

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Cut Your Tax Burden with Indexed Universal Life Policies

Key Takeaways: Indexed Universal Life (IUL) insurance offers significant tax advantages, including tax-deferred growth,
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Curious About Annuity Rates? Here’s What You Should Know Before You Invest

Key Takeaways: Annuity rates in 2024 are among the highest seen in nearly two decades, providing retirees and near-retirees with a rare opportunity to lock
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Choosing Between IUL and Fixed Indexed Annuities for Financial Peace

Key Takeaways: Indexed Universal Life (IUL) insurance and Fixed Indexed Annuities offer unique benefits for retirement planning, but choosing the right one...

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