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Do you have clients over the age of 45 with at least $25,000 in safe, yet lazy money? Perhaps your clients would like to see their money grow quicker and potentially keep pace with inflation but don't want to risk more.
Low Hanging
Fruit
Low interest-bearing accounts could be prime opportunities for a Fixed Indexed Annuity,
such as WealthChoice!
Provide Principal and Protection
Help turn these sluggish sources into an energetic accumulation tool with WealthChoice.
​
Similar to a bank CD or a deferred fixed annuity,
WealthChoice provides principal protection when held to maturity AND:
Slow-Growth Funds
may include:
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Savings Account
​
Bank CDs
(Certificates of Deposit)
​
Multi-year guaranteed
annuities with low rates
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