STRATEGIC ANNUITIES
Strategic Annuities is not a single annuity policy, but a powerful financial strategy that combines two or three different products to maximize benefits.
The Immediate Annuity in this strategy offers a safe and guaranteed stream of income. It can provide monthly payments for five to twenty years, with a significant portion—up to 81% in some cases—being tax-free. Additionally, the Universal Life policy can offer tax-free income for life.
Tax-Advantaged,
Dependable Income
Strategic Annuities typically consist of:
A Fixed Period Immediate Annuity
A Single Premium Tax-Deferred Annuity
A Universal Life Insurance Policy
These components are structured together to produce immediate, tax-advantaged income, restore your original investment, and provide a tax-free return at retirement.
What Are Strategic Annuities?
Tax-Free Income For Life
The Tax-Deferred Annuity component allows for tax-deferred growth, often with interest rates that historically exceed those of CDs. At the end of the guaranteed period, your original principal is restored, enabling you to reinvest at current interest rates.
