Investing in Your Future: Annuities as Estate Planning Tools

  For anyone looking for a long-term investment with guaranteed lifetime income, annuities present a viable option. These financial tools offer a wide range of benefits, with numerous options and flexibility. It’s important to note that an annuity is not a short-term investment. If you’re looking for quick returns, an annuity is not the answer. […]

13 Estate Planning Situations That Call for an Annuity

Many estate plans are designed with the purpose of providing assets for an individual’s loved ones. One popular estate-planning tool through which this goal is often accomplished is the annuity. A recent article discusses 13 situations in which an annuity is the ideal estate-planning tool. Purchase of a Single Premium Immediate Annuity (SIPA) by a […]

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