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Annexus Retirement Solutions

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Dave Paulsen

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Charles E. F. Millard

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This material is not a recommendation to buy, sell, hold or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

‘Annexus’ and the associated logo are the registered trademarks of Annexus Retirement Solutions or its affiliated entities.

The Lifetime Income Builder products and designs are covered by pending United States patent application no. 17/072,260.