Estate Planning & Fixed Annuity Forum.
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Reply with quote  #1 
The Primary Agent at sold a Fixed Indexed Annuity a couple of years ago to a 70 year old widow.

As a result of pulling her $130,000 dollars out of the stock market her current Account Value is $145,917 and she will be getting approximately 9.6% interest this year.

This will cause her Account Value to grow to $159,925 and exceed her Income Account Value of $155,943 which will result in her receiving a higher Lifetime Guaranteed Income check every month.

Agent pleads guilty to this proper use and application of a Fixed Indexed Annuity.

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Gary D. Spicuzza,

The Trust Group
2435 U.S. Hwy. 19
Suite 125
Holiday, FL 34691

Office: 727-945-8599