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Case Study

Case Study. The Financial Professional recommended that they put their retirement funds into a product such as an annuity with a guaranteed principal feature. The Financial Professional helped Dan and Sheryl purchase a conservative

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Case Study

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  1. Case Study • The Financial Professional recommended that they put their retirement • funds into a product such as an annuity with a guaranteed principal • feature. • The Financial Professional helped Dan and Sheryl purchase a conservative • product but did he take the next step to check and see how long their • retirement funds would last given their spending habits. • After running their numbers through the Retirement Analyzer Software • Program, the agent determined that……… *Any transaction that involves a recommendation about funds held in a security product can be conducted only by individuals currently affiliated with a properly registered broker/dealer. If your financial professional does not hold the appropriate registration, please consult with your own broker/dealer representative for guidance on your securities holdings. This is a hypothetical example. The characters in this example are fictional only. Your actual experience will vary.

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