Annuity Transfer

 

Do you plan to pass your annuity to heirs?

Did you know that taxes will have to be paid on all of the growth?

Are you satisfied with the performance of your annuity?

Do you feel locked in by potential surrender penalties?

Let Tureaud Health & Financial show you how using your Indexed, Fixed, or Variable Annuity for a new plan will allow you to achieve a number of objectives:

  • Minimize taxes to heirs
  • Create an immediate income tax deduction
  • Generate income payments for yourself and/or a structured inheritance for heirs
  • Support your favorite charity or nonprofit organization

Here’s How It Works:

  • Tureaud Health & Financial Services will show you a personalized illustration reflecting the benefits of this program.
  • A new contract is issued at the full accumulation value of your annuity.
  • Receive immediate or deferred income payments for life or specified number of years.
  • A tax deduction is created that can be used to offset growth in your annuity, and may also be used to lower your taxable income reported to the IRS for the first year, with 5 years of carry-forward, if applicable.