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There are several insurance-based income products that offer guaranteed income, investment protection and tax efficiency. These solutions can be added to diversify or enhance any investment portfolio.

Reduce down side risk and still enjoy the benefits of market returns - PPNs are products which guarantee a full return of their principal amount at maturity, while providing the opportunity to benefit from the performance of equity markets.

If you receive a tax refund, it may be a good opportunity to determine if you can use some or all of it to improve your financial well-being. This article discusses some strategies that may help you use your income tax refund wisely.