concept-piece-download-70115-Using-Annuity-Arbitrage-to-Beat-The-Four-Percent-Rule

Using a portion of assets, clients could get the certainty of a contractual guarantee of an insurance company, higher than 4%. Then, use that guaranteed income to provide a guaranteed return of their investment principal through a life insurance contract.

Published: August 22, 2024
Tracking Code: 70115
Business Lines: Life Insurance, Advanced Planning, Retirement Solutions
Category: Estate Planning & Wealth Transfer
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