A deferred annuity is a fine investment -- at least until the IRS strips its value at death. This CBC shows the value of converting an annuity to a life insurance policy -- with a comparison of policy ownership both in and out of the estate. In addition, Charitable Annuity Rescue is examined in which a charity ends up with the annuity at death -- a compelling strategy for charitably motivated clients.
Use with Wealthy and Wise, the InsMark Illustration System, and Documents On A Disk.
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