Owner-Driven vs. Annuitant Driven Annuity Contracts An owner-driven contract terminates upon the death of the owner and the death benefit is paid directly to the designated
Repurposing an old life insurance policy for immediate income via a 1035 exchange can be a tax efficient income strategy.
The deciding factor on how your annuity will ultimately taxed depends ultimately on the money you used to buy it.
A long-term care annuity is a type of fixed annuity that combines safe, tax-deferred growth with additional LTC benefits.
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Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc. is a licensed fixed annuity producer and does not advise clients on the purchase of non-fixed annuity products. The information presented here is not intended to be a recommendation to purchase a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, Qualified Longevity Annuity Contract, long-term care annuity, or any other investment or insurance product.
The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts that are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a deposit.
Please call (855) 583-1104 if you have any questions or concerns. The information presented here is not a representation regarding the suitability of any concept or product(s) for an individual and is not intended to be tax or legal advice. You should always consult your own financial planning, tax, and legal advisors to determine if a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract is suitable for your financial situation. Kiara Caudill California License: 4109080.
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