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Maximizing the Benefits of Your Annuity for Both You and Your Heirs

Case Study: Bill Jones:
Bill, a 78 year old Standard non-smoker, has $200,022 in a deferred annuity currently earning 4%. He also has a $15,500 Prudential WL policy with a current C.V. of $10,200. Bill wants to leave his insurance and annuity to his two daughters.

Assuming Bill died today, only $149,514.74 after taxes would be passed to his heirs, a reduction of nearly 31%.

Using the Annuity Amplifier™ program, Bill is able to significantly increase the amount left to his daughters. He is also able to considerably reduce the amount of taxes his estate will pay.