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  2. LIFE ONLY AGENTS - Do you know about the partial 1035 exchange and a Split Annuity? Watch this!

    LIFE ONLY AGENTS - Do you know about the partial 1035 exchange and a Split Annuity? Watch this!

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  3. Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

    Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

    21
  4. Unlock Your Old Whole Life Policy: Using a 1035 Exchange to Fund Your War Chest

    Unlock Your Old Whole Life Policy: Using a 1035 Exchange to Fund Your War Chest

    1
  5. Should You Transfer Your Whole Life Insurance Policy? | 1035 Exchange Case Study

    Should You Transfer Your Whole Life Insurance Policy? | 1035 Exchange Case Study

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  6. Peak behind the Combo Split Annuity Curtain Jan. 2023 | Income & Growth Guaranteed & tax exclusions!

    Peak behind the Combo Split Annuity Curtain Jan. 2023 | Income & Growth Guaranteed & tax exclusions!

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  7. Combo Split Annuity Rates April 2023 | Income & Growth Guaranteed & Tax Excluded Income Payments!

    Combo Split Annuity Rates April 2023 | Income & Growth Guaranteed & Tax Excluded Income Payments!

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  8. Combo Split Annuity Rates Feb. 2023 | Income & Growth Guaranteed & tax excluded Income Payments!

    Combo Split Annuity Rates Feb. 2023 | Income & Growth Guaranteed & tax excluded Income Payments!

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  9. Combo / Split Annuity Rates Nov 2022 | Income with tax exclusion & return of premium at end of term.

    Combo / Split Annuity Rates Nov 2022 | Income with tax exclusion & return of premium at end of term.

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  11. EP 08 - Unraveling the Mystery of Tax-Deferred and Tax-Exclusion Strategies other than 1031 Exchanges

    EP 08 - Unraveling the Mystery of Tax-Deferred and Tax-Exclusion Strategies other than 1031 Exchanges

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  16. Cost to fund immediate Annuity of $40,000 per year. Ages 55,60,65,70,75 Lifetime income with refund.

    Cost to fund immediate Annuity of $40,000 per year. Ages 55,60,65,70,75 Lifetime income with refund.

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  17. Cost to fund a lifetime income annuity of $40,000 per year PLUMMETS. Ages 55,60,65,70,75 with refund

    Cost to fund a lifetime income annuity of $40,000 per year PLUMMETS. Ages 55,60,65,70,75 with refund

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