Do you have annuity clients who never intend to personally use the money in their annuities?

Tax deferred annuities are a great choice for those looking to save for retirement, but very few people ever annuitize their contracts for income or even access the accumulated cash values for personal uses. If this money is intended for heirs, Legacy Link® from Liberty Life Assurance Company of Boston can help them maximize their legacies without burdening beneficiaries with additional income taxes. Unlike the way it’s been tried in the past, Legacy Link® really makes the annuity rescue concept work by streamlining the underwriting process, the paperwork, and the payments from the annuity to the life insurance. And, if clients are concerned about needing the money if they get sick, Legacy Link’s® life policy offers penalty free access to cash values for qualifying medical stays and an accelerated death benefit for chronic illnesses (unable to perform 2 ADL’s).

For more information about this exciting new product see the following links: Test Case, Training Manual, Rep Guide, Client Preapproach Letter and Quick Facts Info Sheet. A PowerPoint Presentation (not for client use) is also available for download. Then Call CPS Annuities for a complete illustration for your clients unique situation.

Kristopher T. Smith - President & CEO
Phone - (630) 428-7640

 

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