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Compare Core Plans

Expected return profile

Return profile

Returns mostly earned
via quarterly dividends
Supplemental Income plan return profile

Return profile

An even blend of both
dividends and appreciation
Balanced Investing plan return profile

Return profile

Returns mostly earned via
appreciation in share value
Long-Term Growth plan return profile

Portfolio

Portfolio

Target allocation toward assets that produce consistent cash flow

Portfolio

Target allocation across a broad range of investment types and structures

Portfolio

Target allocation toward assets with a high potential to increase in value

Projected annual return

Projected annual return

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Projected annual return

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Projected annual return

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