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Did You Know?

That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?

Consumers

Tools to Assist in Your Investment Decisions

Eight-point Plan for Life-long Financial Retirement Health

01.01.2009

Most retirement-minded Americans might not see the connection between physical fitness and retirement planning - except for the fact that both can make them sweat! IRI believes that an approach similar to physical fitness can also be applied to financial fitness.

The aforementioned document is now available as a Client Approved, FINRA-Cleared document for sale in IRI's online store.

To purchase this document, please click here.

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