Episode 06: Annuity Arbitrage and Legacy Control
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Episode 06: Annuity Arbitrage and Legacy Control
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About this listen
Higher interest rates have unlocked the powerful strategy of annuity arbitrage — leveraging today’s rate environment to boost guaranteed income, reduce insurance costs, and create tax-efficient legacies. Learn how clients can “refinance” annuities, turn qualified assets into a personalized Roth-like solution, and take control of wealth transfer for future generations.
For more resources and information please visit: https://p.allego.com/PAIuWuwKG6ZuV8P
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