Retirement Education Learning Center
Below you will find some of our Safe Money Places educational content.
We have handouts, educational audios, financial newsletters, and useful resources. Our goal with this webpage is to educate you about retirement, personal finance, Safe Money Concepts, and the different Safe Money Options available to you.
Safe Money Places Consumer Guides
Social Security Report
Will You Be Able to Count on Social Security? Stop Guessing and Get the Facts
Learn About:
Read Our Consumer's Guide to Annuities
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Annuity Consumer Guide
Get the Facts About Fixed Annuities
This report clears the confusion about annuities and explains in plain English the different types of annuities, how each one works, and why some annuities are “safer” than others.
You Will Learn About:
Read Our Consumer's Guide to Annuities
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Life Insurance Consumer Guide
The Startling Truth About Life Insurance ... Why and How It's Changed
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Read Our Consumer's Guide to Annuities
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Safe Money Places Educational Handouts
The Personal Pension Plan
The Personal Pension Plan ... A Lighthouse in a Foggy Financial World
The Personal Pension Plan does much the same regarding retirement income.
It helps you avoid the dangerous financial reefs and the turmoil and destruction that can follow.
Learn About:
Read Our Consumer's Guide to Annuities
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Safe Money Snapshots
Safe Money Snapshots
This consumer guide covers basic financial concepts, tools, & products.
All of the topics below are explained in a clear and easy-to-understand manner.
Learn About:
Read Our Consumer's Guide to Annuities
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Wealth Transfer
Avoid the "Tax Time Bomb" and Give Your Beneficiaries More of Your Estate
This consumer guide covers basic financial concepts, tools, & products.
All of the topics below are explained in a clear and easy-to-understand manner.
Learn About:
Read Our Consumer's Guide to Annuities
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Safe Money Places Educational Website
This site defines a "safe money place" as one where your principal is protected from loss as long as you follow the initial guidelines, and if you do decide to take your money and leave, you know pretty much what leaving early will cost.