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FREQUENTLY ASKED QUESTIONS
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CostThere is no cost or obligation to meet, purchase a product or to create a personalized plan.
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Process SimplifiedIntroduction and Fact finding 20-30 min, Fact Review completed, Presentation and Action 1hr. Review semi and annually.
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Rates of ReturnCompetitive rates of return are available and are subject to market fluctuations
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SecurityThe majority of products come with Maturity and Death Benefit Guarantees.
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