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Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

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