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I think that should be a "generic" piece of info handed out to investors,

Absolutely correct.

Or when I again asked for the taxable account to be managed in a tax controlled manner, don't automatically think annuities are the way to go.

Also correct, I am sensing a theme here. :)

I think it is time you seek other advice - even if in the end you decide to do it on your own, it could not hurt to get a second opinion (perhaps at a small fee or even free).
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