On-Demand Webinar | Avoiding Common Annuity Mistakes

Avoiding Common Annuity Mistakes

Host/Speakers:

Bernie Casey, Business Development Annuity Wholesaler, Crump
Desiree M. Buckner, JD Nationwide Advanced Consulting Group

Please join us and learn more about how to avoid common annuity mistakes, presented by Nationwide's Advanced Consulting Group and powered by the Nationwide Retirment Institute. During this call we will explore the following:

Annuitant vs. Owner Driven Contracts
Revocable and Irrevocable Trusts ownership
Individuals and Non-Natural Owners
Partial 1035 Exchanges
NQ Beneficiary Options
Avoiding Beneficiary Designation Mistakes

Reserve your spot today!

0422 ANNU22-10928-A 0423

All guarantees subject to the claims-paying ability of the issuing carrier.

For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.

Avoiding Common Annuity Mistakes

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