A sales pitch for swapping an old annuity earning under 3-4% for a new one with index-linked returns, guaranteed lifetime withdrawals of 5-7%, and tax-free access for care costs. The exchange uses a 1035 swap to avoid taxes, with a possible bonus to cover any loss.
Do you have an annuity currently earning less than 3% or 4% net of any deductions for fees and expenses? Does this annuity credit your money with an interest rate based only on the gains in a stock market index without any deduction for stock market losses? And does this annuity allow you to withdraw income during retirement at a rate of 5%, 6 or 7% guaranteed for as long as you live, even if you use up all of your money? Does this annuity also allow you to withdraw your money tax-free to pay for assisted living or home nursing care? All of these valuable provisions are now available. That's why Internal Revenue Code 1035 allows you to exchange an old annuity for a newer annuity without any tax penalty. You might even qualify for a bonus on your new annuity to replace any money you could lose when you exchange—
MONETARY DEVALUATION: PRECIOUS METALS - Insurance Lead Conversion Video | WebPrez
FIXED INDEX ANNUITY DECISION ASSURANCE - Insurance Lead Conversion Video | WebPrez
