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Annuity / Life annuity / Indexed annuity / Rate of return / Asset allocation / Mutual fund / Bond / Dedicated Portfolio Theory / Equity-indexed annuity / Financial economics / Investment / Economics


An investment strategy with the objective of providing an inflation-adjusted income for life. The Facts Many investors’ investments may not reach desired returns.
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Document Date: 2014-02-07 16:30:42


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File Size: 1,43 MB

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Company

Wealth2k Inc. / Eide Bailly Financial Services LLC / Philip G. Lubinski LLC / Eide Bailly Advisors LLC / Securities America Inc. / /

IndustryTerm

real estate / bank / insurance company subject / insurance / /

Organization

National Credit Union Association / Federal Reserve Board / Federal Deposit Insurance Corporation / Eisenhower administration / Internal Revenue Service / FINRA / /

Position

financial advisor / advisor / representative / Registered Investment Advisor / tax and financial advisors / investment advisor / /

Product

Life Model™ / /

SportsLeague

Union Association / /

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