'Tax deferred basis' diaporamas de présentation

492 views • 33 slides

Annuity Transfer Program

Annuity Transfer Program. Many of these annuities will remain locked with high penalties. Clients can transfer annuities without paying out-of-pocket penalties and receive a tax deduction. What are the chances your clients own some of these annuities?. Recent Survey.

296 views • 21 slides

How to Utilize Money after Retirement?

From middle-class families to higher income ones, retirement plans are a vital part of everyoneu2019s financial decisions. It is a mean through which every individual secures his/her future from the strides of old age.

68 views • 6 slides