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NAPFA To Offer Immediate Annuity Source

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The National Association of Personal Financial Advisors has agreed to make an income planning products service available to its 1,700 members.

NAPFA, Arlington Heights, Ill., a group that represents fee-only financial advisors, will be offering members the Web-based Income Solutions immediate annuity program from Hueler Companies Inc., Minneapolis.

Advisors can use the service to help clients buy immediate annuities for retirement account rollovers at institutional prices, NAPFA says.


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