SPDA Issued to age 99

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SPDA Issued to age 99

Postby Life Solutions » Fri May 28, 2021 5:31 pm

Do you have clients with deferred annuities reaching policy maturity?

Most older contracts have a maturity date where the policy owner either has to take an income stream (annuitization) or surrender the policy.

Both of these are taxable events, and the policy owner may not want to do either one.

We have a solution! We have a Single Premium Deferred Annuity with a maximum issue age of 99, with no maturity date, so the policy owner can defer until death, no matter how long they live.

Want to know more? Call today (800) 680-5596

or click here:

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