Annuity Rescue – Leveraging Annuity Income Benefits for Legacy

Case Study Client: Barbara, female, age 68 $482K nonqualified variable annuity with an income value of $501,490, and 3.40% annual fees Current income @ 5% w/d rate = $25,075 The Challenge Barbara purchased a variable annuity nearly 10 years ago and no longer needs the income as her priorities have shifted. Entering retirement with a […]