Insured Annuity / Back to Back

Insured Annuity / Back to Back

  • Client Profile
    • Desire for a guaranteed and/or indexed income stream that is tax-preferred.
    • Desire to enjoy retirement while still preserving some or all of estate values.
    • In fair to good health.
  • Solution Opportunity
    • Client applies for and obtains permanent life insurance to replace some or all of their non-registered assets. This is critically important, and must be secured prior to purchase of annuity.
    • Some or all of non-registered assets are used to purchase a prescribed annuity, either on a single life or joint life basis.
    • The after-tax payments from the prescribed annuity, even after paying for the insurance costs, will still be greater that most after-tax fixed-income product returns (and some or all of initial capital will be preserved for future generations).

 

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Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)
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