The conversation discusses the opportunity to capitalize on high interest rates before and during retirement. Then, the importance of refinancing retirement plans to take advantage of higher rates. Steve shares examples of how individuals can benefit from refinancing annuities and highlights the need for proactive action. The conversation also addresses the eligibility and benefits of lifetime income annuities and accumulation products. 

Take advantage of your financial future and call Steve today 508-544-0560 for your complimentary Portfolio Review!  

 

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