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.
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 …
Updated May 19, 2022, at 3:33 PM What are the performance characteristics of the fixed index-linked annuity, or FILA? Before we get into the product’s appeals, let’s take a step back to …