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What you can expect

Our seminars [and insurance sales presentations (required in TX)] focus on common financial concerns that individuals and families face in retirement, like:

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    Ways to create income to help support your desired lifestyle

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    Insurance products used to leave a legacy to your loved ones

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    Strategies that can help cover unexpected medical expenses

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[Investment advisory disclosure]

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.