Creative Annuities - 10 x 6 Split/Combo Annuity sample. Mid-May 2022. Income & Accumulation designs!

A custom fit can look better than a one-size fits all design!

Creative Annuities - 10 x 6 Split/Combo Annuity sample.

Mid-May 2022. Income & Accumulation designs!

Where is the planning? A decade ago we would get unique requests regarding a client's needs and wants pretty regularly. We would get creative and attempt and find a guaranteed insurance solution to those needs and wants. If we could, those clients will have met their goals and also find peace of mind knowing they will not have to take on any extra risk.

If there is a target income or accumulation value desired, try and meet it on a guaranteed basis first.

Why play extra inning if you already won the game?

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