What happens when clients have an annuity they’ll never fully spend?
Unfortunately, those leftover funds often become a tax burden for beneficiaries.
With an annuity maximization strategy, clients can provide their loved ones with a tax-free death benefit by converting an unneeded annuity into a life insurance policy. However, many don’t realize this is an option.
As a financial professional, you can play a critical role in helping clients understand how to increase their retirement confidence by including annuities in their retirement income plans. According to a recent …
Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes …