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Money Illustrative

By educating clients about the benefits of FIAs and integrating them into comprehensive retirement strategies, advisors can empower clients to pursue their retirement goals with confidence and peace of mind.

This guide aims to provide financial advisors talking points as to why their clients should consider integrating FIAs as a crucial component of a successful retirement plan.

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.


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