Legacy Planning With Annuities
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Join us for a deep dive into 'Legacy Planning With Annuities' on our latest episode. We start with a fundamental question: what's the purpose of your money, planning for life or planning for legacy? We explore strategies like passing wealth through life insurance while living off annuities, and the savvy move of using annuity income to cover life insurance premiums. For those not insurable, we discuss the benefits of guaranteed death benefit rollup annuities. Tune in for practical advice on crafting a legacy plan that aligns with your financial goals and family needs.
Legacy Planning With Annuities