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The SWAN Portfolio:
Strategies and Concepts that Allow You to “Sleep Well at Night”

A Guide to Financial and Emotional Security
for the Rest of Your Life!

Why Download This Book?

Learn how to have guaranteed income you can never outlive.
Learn how to bridge the "survivor income gap."
Learn how to plan for legacy without sacrificing your income.
Plus other unique information and planning strategies.

About Stef

Stefanos Loisou, of Middleton, MA and Port Charlotte, FL (South Gulf Cove) has been involved with financial services and helping people and businesses with their financial security needs for over 42 years.
In fact, Stef has been recognized as a consummate professional by his industry peers as he has been selected as one of five finalists for the nationwide title as senior advisor of the year for 2008. He has been a member of the exclusive Top of the Table group of the Million Dollar Round Table, the recognized international, professional organization emphasizing knowledge, service and commitment to clients and he is a member of the National Ethics Bureau.

What You Will Find Inside This Book

Why write another book on financial strategies and financial security when so many already exist? Well, there are several reasons...but, first and foremost, is the indisputable fact that our economic times have forced consumers, our clients, to rethink what they have been doing with their money and their retirement assets.
The continued economic uncertainty of our own stock market and inherent volatility, global market volatility and other factors have created a need for financial planning services, especially by those of us who specialize in safe harbor, guaranteed strategies, programs, and concepts as never before.

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