Why Annuities?
Annuities are an excellent tool to help you plan for your financial future.
Features:
- Guaranteed Lifetime Income
- Tax-Deferred Growth
- Withdrawal Options When you Need It
- Principal Protection
There is also another attractive feature. Many seniors who have invested in annuities for retirement income may now feel they really do not need these funds to live on. Instead they would rather pass them on to their family. Your heirs inheritance however, can be weakened by taxes if left in an annuity. Instead you can maximize your annuity funds with life insurance. Because insurance isn’t subject to the same income and estate taxes after the owner dies, heirs aren’t hit with tax liabilities. By using life insurance (generally income tax-free) to maximize your annuity funds, you can help provide your loved ones with the most value for your annuity funds.
Contact us today to find out how we can help you pump up your annuity funds!