How combining tax deferred products can deliver growth and income

By Steve Savant

Ash Brokerage Corporation


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.