| Annuity Arbitrage |
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A nnuity Arbitrage is a strategy where you can reduce your clients overall estate and generate a monthly income all while making a life sale and an annuity sale. Call us at (866) 781 KATZ (5289) to talk about how.Case Example – Actual Case:
84 year old male client had a significant estate of $104,000,000. After the purchase of $12,000,000 in life insurance and $8,000,000 in medically underwritten single premium immidiate annuities (SPIAs), he was left with a significant estate reduction, a sizeable death benefit, and excess of $40,000 a month in come. |