For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return).
In this video, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients.
If you have any questions about this video, please call Greg Maxwell at (801) 683-5998, email Greg at Maxwell@AmicusPlanners.com, or book a free 15-minute phone call with Greg at [ Ссылка ].
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