Variable Annuities
What is the best way to enter VA policies that are in the accumulation phase? I have a situation where there is a big gap between account value and the income base that could be annuitized.
Any thoughts?
What is the best way to enter VA policies that are in the accumulation phase? I have a situation where there is a big gap between account value and the income base that could be annuitized.
Any thoughts?
Disclaimer: ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO, are educational calculators designed to give users input in mapping out financial futures, but should not be acted upon as a complete financial plan. The creators of these programs are not certified, registered, authorized, or any other type of financial planners. These programs are simply tools for helping you think through economic futures. Its "recommendations" should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals.
Hi Ray, I need to understand how your particular VA works to provide the right advice. Please call me at 617 834-2148. best, Larry