2/17/2014

Advisers can combine the best features of annuities and life insurance to help clients generate larger legacies for beneficiaries, writes Adam Cufr of Fourth Dimension Financial Group. "If the owner of the annuity qualifies for life insurance, consider 'turning on' the annuity's income feature and using it to pay the premiums on a life insurance policy," Cufr writes.

Related Summaries