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Low
Cost
Life! |
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Ron
Gambardella |
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Independent
Agency |
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Serving Families Since 1999 |
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www.rongam.com |
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Tax
Deductible Annuity TM
Reduce Taxes and Gain a Lifetime Income
Here’s how it works:
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By
exchanging assets such as real estate, Bank CDs1,
Stocks or Bonds, you can… |
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Receive a
guaranteed, tax favorable, lifetime income for one or two live |
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Reduce Capital Gain Taxes
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Receive a potential income tax
deduction with a 5-year carry forward
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Remove the asset from your
estate avoiding Federal Estate Taxes
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Use the tax
savings to fund a wealth replacement policy giving your heirs
100% of the value of the asset Federal Estate or Income Tax
Free
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Guarantee funding for Retirement
Income and/or Long Term Care Premiums 2
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Who says
there are no guarantees in life?
A
charitable gift annuity can provide you with a guaranteed fixed
income, free from market risk2. This time honored
product is among the oldest and safest financial instruments in
America today. Charitable gift annuity rates are very
competitive and may actually increase your current income from
low yielding stocks and CDs1. Don’t bet your
financial future on volatile investments. Let us show you how to
protect your financial future, today. Charitable gift
annuities may provide tax
deductions and a partial reduction of Capital Gains taxes.
1
CDs are FDIC
insured and guaranteed by the issuing bank. Annuities are not
FDIC insured.
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