Are Insured Annuities Making a Comeback?
from The QFS Edge Hosted by QFS
With many Canadians shifting their focus from growth to guaranteed income and estate planning, the insured annuity strategy is gaining traction once again. We’ll explore: - How insured annuities work (life annuity + permanent insurance) - Which clients benefit most — and why timing matters - A real-life case study that shows the potential boost in net after-tax cash flow - Corporate vs. personal insured annuity considerations Don’t miss this opportunity to refresh your approach to retirement income planning with Tony and Scott.
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