Annuity Max

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Why a client might want to consider this:

I just learned about an idea that can make your annuity safer and allow you to pass more to your heirs guaranteed. It made me think of you, and the more I thought about it the more I thought you might want to take advantage of it, can we get together to discuss and see if it fits into your financial plan.

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In The News

How to Leverage Old Annuities to Provide More for Your Heirs

August 2020
FSG, offers opportunities to leverage previously purchased annuities to give greater, fully guaranteed funds to heirs.

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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