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How To Boost Your Inheritance By 30%
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Is it really possible to boost your inheritance by 30%?
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Call (770) 755-1565 to schedule a FREE consultation!
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⏱️ Timestamps:
0:00 - Start Here
0:21 - Single Premium Deferred Fixed Indexed Annuities
0:32 - How They Work
0:45 - Enhanced Death Benefit Rider
0:52 - Example
1:28 - What Is The Annuity Expert?
2:44 - Allows Beneficiaries To Bypass Probate
2:52 - Fee And Waiting Period
3:10 - We Are Here To Help
3:27 - Conclusion
Key Takeaways from the Video:
In this video, learn how to increase the inheritance you leave to your loved ones by up to 30%. This strategy involves single premium deferred fixed indexed annuities, a tool for retirement planning and legacy growth.
These annuities offer a standard death benefit, ensuring your beneficiaries receive either the accumulated value or a guaranteed minimum—whichever is higher. Adding an enhanced death benefit rider can significantly increase this amount. For example, a $100,000 investment could grow to $125,000 in three years, with the rider adding another $37,500, totaling $162,500. Over ten years, the initial investment could grow to $175,000, with the rider boosting it to over $225,000.
Additional benefits include bypassing probate, which saves time and costs for your beneficiaries. The enhanced rider has an annual fee of about 0.30% of the annuity's value and a three-year waiting period for eligibility, so planning ahead is essential.
This straightforward strategy can make a substantial difference in your legacy planning. Watch to learn more and maximize the financial impact for your loved ones.
#inheritance #legacyplanning #annuities #financialstrategy #wealthtransfer #estateplanning #retirementplanning #avoidprobate #moneytips #wealthgrowth#boostinheritancestrategy #enhancelegacyplanning #fixedindexedannuitiesexplained #singlepremiumdeferredannuities #enhanceddeathbenefitrider #avoidprobatewithannuities #maximizewealthforbeneficiaries #legacygrowthstrategies #financialplanningforinheritance #wealthtransfertips
Check out some of our other videos:
Call (770) 755-1565 to schedule a FREE consultation!
For more resources and content, check us out below!
Check out our podcast🎙️
🔔 Don't forget to subscribe for more insights on retirement planning and financial management!
⏱️ Timestamps:
0:00 - Start Here
0:21 - Single Premium Deferred Fixed Indexed Annuities
0:32 - How They Work
0:45 - Enhanced Death Benefit Rider
0:52 - Example
1:28 - What Is The Annuity Expert?
2:44 - Allows Beneficiaries To Bypass Probate
2:52 - Fee And Waiting Period
3:10 - We Are Here To Help
3:27 - Conclusion
Key Takeaways from the Video:
In this video, learn how to increase the inheritance you leave to your loved ones by up to 30%. This strategy involves single premium deferred fixed indexed annuities, a tool for retirement planning and legacy growth.
These annuities offer a standard death benefit, ensuring your beneficiaries receive either the accumulated value or a guaranteed minimum—whichever is higher. Adding an enhanced death benefit rider can significantly increase this amount. For example, a $100,000 investment could grow to $125,000 in three years, with the rider adding another $37,500, totaling $162,500. Over ten years, the initial investment could grow to $175,000, with the rider boosting it to over $225,000.
Additional benefits include bypassing probate, which saves time and costs for your beneficiaries. The enhanced rider has an annual fee of about 0.30% of the annuity's value and a three-year waiting period for eligibility, so planning ahead is essential.
This straightforward strategy can make a substantial difference in your legacy planning. Watch to learn more and maximize the financial impact for your loved ones.
#inheritance #legacyplanning #annuities #financialstrategy #wealthtransfer #estateplanning #retirementplanning #avoidprobate #moneytips #wealthgrowth#boostinheritancestrategy #enhancelegacyplanning #fixedindexedannuitiesexplained #singlepremiumdeferredannuities #enhanceddeathbenefitrider #avoidprobatewithannuities #maximizewealthforbeneficiaries #legacygrowthstrategies #financialplanningforinheritance #wealthtransfertips
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