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Walpole, MA
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Buffalo, NY
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Arielle Bittoni

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Santa Monica, CA
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Oak Brook, IL
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Hickory, NC
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Principal and Wealth Manager

San Jose, CA
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Carnes Daniel

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Montrose, CO
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Charlie Roehrer

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Metamora, MI
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Colin Richards

FOUNDER & PRESIDENT

Highlands Ranch, CO
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Dan Timotic

Managing Principal & Portfolio Manager

Oakbrook Terrace, IL
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Key Takeaways Annuity rates are primarily shaped by long-term interest rates, insurer investment timelines, and risk management rules rather than short-term market headlines.Unders...
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