Annuities Can Help Boomers Consider Wealth Transfer Plans
June 12, 2018 by Rich Lane
The oldest baby boomers are 72 and likely retired or approaching the next chapter in their lives. After being in the workforce for more than four decades, many baby boomers have spent their working years amassing wealth. Now, as their children start buying homes and beginning their own families, they may be looking to pass on their financial legacies to future generations.
Now can be a good time to connect with boomers about the benefits of a wealth transfer strategy. Positioning a fixed annuity as a wealth transfer vehicle is a great way to help clients ensure they are leaving their lifetime of savings to their heirs as intended.
Here are key questions to anticipate from clients and answers to consider when talking about the benefits of purchasing a fixed annuity as part of a wealth transfer strategy.
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