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Retirement Plan Specialists & Independent Financial Agents do not provide specific tax or legal advice and this information should not be considered as such and any information provided is for educational purpose only. Some products may contain fees, and may contain restrictions. Your personal review will be facilitated by state agents licensed through the Florida Department of Financial Services not the Florida Retirement System or Government Agency. You should always consult your tax or legal advisor regarding your own specific tax and legal situation. Videos presented on this website and any content are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

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Educational Videos

Fixed Index Annuities

Understanding an Annuity

Guaranteed Lifetime Income

Solving the Income Gap

Navigating Financial Waters

Maximizing Social Security Benefits