Don’t Die With an Annuity! – Phil W.

Subject: Don’t die with an Annuity

Case Study # 1

Recently John S. died with an annuity worth $417,000. His initial investment was $305,000. The money went to his trust. The ordinary income taxes were over $64,000!

40% OF THE PROFIT!

Yet it’s so easy to fix this tax monster. If you have an annuity you aren’t using, let us show you how to keep the money in you & your family’s pockets, not the US Government.

 

Case Study # 2

H.R. had several annuities with a tax bill of over $700,000 to his children. When our experts fixed the situation there was over a $1 million dollar swing to the good!

DON’T DIE WITH AN ANNUITY!

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