Advisory Annuities and Trusts

An increasing number of fiduciaries are utilizing annuities within financial plans, with annual sales surpassing $5B. In this session, we will discuss how the insurance industry has worked to modernize the structure of annuities, removed barriers to access, and how today’s planners use these tools to manage taxation and income within trust.

Learning Objectives:

1. Learn about the evolution of annuities and how Fee-Only planners access the products
2. Impact of taxes on trust account growth and common approaches
3. How fiduciaries use annuities as a tool to mitigate taxes

This session is sponsored by Jackson National Life Distributors.