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TPHMcCord, you wrote:

<< We recently closed our whole life and replaced it with term. Our investor suggested that we put the money that had built in this account into a life and annunity retirement account. I know nothing about these and how to research them to find out which companies have the best returns and track records. Please help me with this information. >>

Hmmmmmm? Just who does your advisor work for and what company is this so called "annuity retirement account" with? If it was your intention when surrendering your whole life policy to get better returns, you probably should just be looking at mutual funds for investments. If your advisor isn't able to help you understand what's going on or help you understand what this account is . . . then you should really be looking for a different advisor.

Can you be more specific as to what your advisor is really trying to do for you here?
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