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You may make a lump-sum payment or a series of smaller payments to an insurance company in exchange for tax-deferred payments starting immediately or some time in the future.

Based on your choice of start time and the period for payments, the company calculates the payments and the schedule. These terms are agreed upon in the contract.

More in-depth information will be covered in my future blog posts or you may contact me or book an appointment.

Additional information can also be found at

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