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I came across a press release issued by the U.S. Department of the Treasury a little less than a year ago, and thought to share it with you. J. Mark Iwry, Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement and Health Policy was quoted as saying “As boomers approach […]

I wanted to share with you an article that explained the differences between an annuity and life insurance. I liked not only the explanation, which I found simple and straightforward, but also the chart in the article that provided me with information relating to questions that are often asked by potential purchasers of one or