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Tag Archive: can i trade in an old annuity

Have an Old Annuity Lying Around? Trade it in!

John P. Grimes

We survived one of the toughest winters in recent memory and now it’s time to do some spring cleaning. I’m not talking about cleaning out the closets, garage, basement or shed but more importantly cleaning out your financial portfolio. We all have to pull our financial info together this time of year to complete our annual root canal, filing our taxes! This is a great time to take a look at your investments and insurance policies to see if they still meet your needs or...

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