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Please Include the following information in the illustration details for each individual:

  • Joint or Single Life

  • Income Rider & What Age

  • Withdrawals?

  • Primary Purpose

Please provide any additional information if you would like options in determining design and best company.

  • Principal Protection

  • Guaranteed Income

  • Guarantees vs Upside Potential

  • Overall Picture

  • Reccomended to complete XRAY