How combining tax deferred products can deliver growth and income Blog added by Steve Savant on April 11, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

A new resurgence of deferred income annuity products is significantly impacting deferral and income retirement scenarios. And although the interest rate environment is low, mortality credits continue to play the biggest role in lifetime income distribution strategies with indexed annuity income riders and single premium immediate annuities. Adding life insurance as an income alternative during strategic periods of retirement can increase cash flow for retirees. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.

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