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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.