Latest Case Studies

Case Studies2019-01-29T09:35:57-04:00

A Cash Transfer Strategy

The Bakers, ages 59 and 57, are still working and are currently in the highest tax bracket. They were seeking ways to reduce their current tax burden. They had accumulated $460,000 in various CD’s and [...]

May 18th, 2012|Case Studies|

Annuity Transfer Case Study 2

Elsie Carter is an 81 year old widow who had an annuity valued at $274,000. Elsie did not need the income and planned to leave the annuity to her daughter. Elsie was concerned about the [...]

May 18th, 2012|Case Studies|

Annuity Transfer Case Study

Mrs. Millie Cramer, a 78 year old widow, has owned a fixed indexed annuity for 5 years. She has other income sources and her LTC needs have been taken care of. Millie plans to leave [...]

May 18th, 2012|Case Studies|
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