What does that mean? It means that now is a great time to discuss the many uses of an annuity with your financial advisor.
Two big features that may appeal to consumers are the ability to accumulate tax-deferred cash value (as with fixed and fixed indexed annuities) and the ability to trigger a source of income that cannot be outlived (as with a lifetime income rider).
Annuities come in many different shapes and sizes. You may not even be familiar with the fundamental structure of an annuity. This is where Family Tree comes in…
To aid our clients in this process, we’ve created an Annuity Overview Guide which includes
Fill out the form below in order to request your free copy of our Annuity Overview Guide