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Please reach us at 804-334-1187 if you cannot find an answer to your question.
No! Unlike 401k’s and IRA’s there is no limit to the contribution in an annuity.
Yes! We can show you how our investments can prevent a loss from stock market downturns and guarantee minimum rates of returns.
Life insurance is an important part of planning your estate and protecting your legacy.
Benefits from a tax qualified long term care contract are not considered taxable income.
The nationwide average is 70 % of adults 65 years or older will need some sort of long term care in their lives.
Most policies will have an option to receive care in the home and is a major concern for many policyholders. If receiving care in the home is not possible, a facility can be chosen based on the quality of care provided.
Yes! Qualified funds can be rolled into the policy and used as an asset leverage and manage the tax implications of RMD’s (required minimum distributions)
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