


Tax Strategies

High Income Tax Strategies with Low-Cost Variable Annuities

Jeremy Reif

In the technologically advanced age that we live in, why does every major insurance company have their advisor base-peddling their costly products? There are other options that cost significantly less, have better investment options, more investment options, no surrender penalties, and no trade costs. Then why is it almost never brought up in conversation by financial advisors? These large insurance companies don’t want the consumer to know the direction our industry is heading — fee-based. There are several fee-based annuities available. They have been gaining...

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