Variable Annuity Recovery Plan
TopGun Financial can help you asses and develop a comprehensive strategy to regain principal in a Variable Annuity when the value has decreased substantially and your clients’ goal for this asset was to pass on as much as possible to their heirs.
We will use a combination of safe investments to provide income. The income provided will then be used to purchase a life insurance policy with a tax free benefit.
By using this strategy, the heirs will receive more than the current value of the Variable Annuity and receive it TAX FREE.
If your clients have underperforming Variable Annuities and the main goal is to pass this asset on to their heirs, TopGun Financial can develop and help you implement a Variable Annuity Recovery Plan. Call us today to discuss your case and we will provide you with a Variable Annuity Recovery Plan illustration