Annuities & Taxes

April 30, 2021
Annuities & Taxes

While they are designed to provide a steady income stream during retirement, their tax benefits are desirable too.

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

People seem to get more focused on their financial plans around tax season. While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

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Sales Director Insights