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Webinars
On Your Screen
Join us for one of our webinars. We will be discussing important market trends, actions to take regarding your portfolio, and how to adjust your risk score based on your comfort. Join us from the comfort of your own home!
Our Newest Webinar
Navigating Medicare
Medicare can be complex, and we believe that informed choices lead to better outcomes.
By attending this webinar, you'll gain a solid understanding of how Medicare works,
enabling you to make choices that align with your unique needs and preferences.
Quarterly Commentary: 2023 Quarter 3
Access the enlightening on-demand webinar showcasing a comprehensive
recap of the 2023 Quarter 3 Market, featuring Steve & Stephanie Fullerton.
On-Demand Webinars
Our webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
List of Services
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The Power of Indexing
Explore the vast possibilities of Indexed Universal Life Insurance as we delve into its captivating features and exceptional benefits in this engaging webinar.
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Fixed Indexed Annuities
We are bringing you the quick tips and facts on Fixed Indexed Annuities. Listen to Stephanie provide the educational material you the reasons why you should consider an Indexed Annuity.
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Tax Strategies for Your Retirement
Taxes could be the single biggest factor impacting your retirement income. Join us as we discuss tax strategies that may benefit you--not the IRS.
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Navigating Medicare
Medicare can be complex, and we believe that informed choices lead to better outcomes. By attending this webinar, you'll gain a solid understanding of how Medicare works, enabling you to make choices that align with your unique needs and preferences.
Ready to Get Started?
Let's Meet!
For more information about any of our Phoenix products and services, schedule a meeting today.
CORPORATE OFFICE
14155 N. 83rd Ave., Suite 144
Peoria, AZ 85381
Phone: (623) 974-0300
Fax: (623) 974-0330
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