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ANNUITY 101: A Tax-Deferred Way to Save

ANNUITY 101: A Tax-Deferred Way to Save. Simply stated, an annuity is a contract between you and an insurance company in which you pay a sum of money, either in a lump sum or through periodic contributions, and in return receive regular payments for life or for a stated period of time.

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ANNUITY 101: A Tax-Deferred Way to Save

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  1. ANNUITY 101: A Tax-Deferred Way to Save Simply stated, an annuity is a contract between you and an insurance company in which you pay a sum of money, either in a lump sum or through periodic contributions, and in return receive regular payments for life or for a stated period of time. Find out more about how an annuity can help you reach your financial goals; contact your Creating & Managing Wealth representative today. Advisory Services and Securities Offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Member FINRA/SIPC. Creating & Managing Wealth, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. Lincoln Investment Corporate Office: 218 Glenside Ave., Wyncote, PA 19095 (800) 242-1421

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