Tax Leverage for Your Clients’ Idle Annuities
If your clients have idle annuities not needed for retirement income, they are missing out on a tax advantage.
If your clients have idle annuities not needed for retirement income, they are missing out on a tax advantage.
83% of workers are interested in purchasing an annuity with their retirement savings.
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Ernst & Young’s recent study does a great job showing how integrating life insurance and annuities into retirement plans can improve both income and legacy outcomes—backed by strong modeling and real-world case studies.
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If you don’t understand annuities, you’re not alone!
WATCH: As part of Annuity Awareness Month, OCI’s Aaron Clark gives you a quick visual for why clients should be buying, and are buying, annuities.
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Join OCI and Brent DeGroot of OneAmerica Financial on Monday at 1 p.m. CT.
Check out the latest MYGA top products.