Tag: Income

In the Deep Dark World of Supplemental Annuity Contracts; Owners Rights May Not Be Protected!

So, what’s the big deal, anyway!  I don’t believe too many agents, CPAs or attorneys have seen a supplemental annuity contract.  Supplemental annuity contracts are issued by carriers when owners elect to either partially or fully annuitize their existing deferred annuity contracts or life insurance policies.  What many agents and individuals don’t realize is there is no state filing requirements for supplemental annuity contracts!  This leaves the door open for carriers…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<