The Benefits of Balancing Your Financial Plan

By Jim Poolman

When David Leeper, an electrical engineer—who recently retired at the age of 62— goes to sleep at night, he’s not laying awake, worrying about his finances. Instead, he’s thinking about all of the ways he’ll spend his free-time the next day. How did David manage to retire early during such tough economic times? He protected his money from a risky market by diversifying his financial plan with an indexed annuity.

You can learn more about David’s story and how indexed annuities have helped him meet his retirement goals below.

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