Hosts:
- Bernie Casey, Annuity Wholesaler, Crump Life Insurance Services
- Erik Long, Senior National Accounts Manager, Integrity
Erik Long discusses strategies to create multigenerational income for family members, without life insurance, through the use of annuities. The IncomeSource® single premium immediate annuity (SPIA) with grandparent and grandchild as joint annuitants provides an opportunity for your clients to pass on a guaranteed annual income stream that helps them:
- Create payouts for their lives and their grandchildren's lives
- Provide tax-advantaged income
- Spread out tax liability
- Grow your gift over time
- Bypass probate
Join us to learn more about how Integrity SPIAs can help provide financial solutions for your clients.
1019 SOLC19-9167-A 1020