
Sign up to save your podcasts
Or
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.
4.7
4444 ratings
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.
38,780 Listeners
2,796 Listeners
3,170 Listeners
1,431 Listeners
778 Listeners
737 Listeners
32,608 Listeners
510 Listeners
14,077 Listeners
22 Listeners
52 Listeners
1,837 Listeners
4,147 Listeners
138 Listeners
13 Listeners