The annuity allows for advisors to charge their fees, up to 1.5 percent annual average contract value, without impacting any applicable living benefit or death benefit bases.
Parents shouldn’t think too far ahead when it comes to their kids’ educations.
The devil is in the details when clients help out relatives.
A new way of looking at ownership to assist advisors working with family businesses.
Our series concludes with a discussion of charitable gifting options and planning for after the sale.
