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By Russell E. Towers, J.D., CLU, ChFC |
August 1, 2012
The question to ask is, “Can a client use an ‘asset repositioning’ strategy to provide an increased income stream while transferring an equal or greater asset value to heirs?” The answer is yes.
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By Russell E. Towers, J.D., CLU, ChFC |
July 5, 2012
A tax-efficient Single Premium Immediate Annuity provides guaranteed income and facilitates the transfer of wealth to heirs.