Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC
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Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan?
In part two of this two-part series, Mike Harris, senior education advisor at the Alliance for Lifetime Income, once again sits down with John and Michael Parise to explain the use of annuities as multi-generational planning tools, sharing successful case studies and real-life experiences.
In this episode, you will learn:
- The emotional components of annuities and planning: Creating legacies as a way to remember loved ones
- The eye-opening truth about annuity guarantee and protection policies
- How to use annuity structures for special needs children
- How and why it’s important to use the correct annuity for your situation within your plan
- And more!
Remember, annuities for multigenerational planning need the assistance of a financial advisor. Discover how you can get started today!
Resources: Part 1 | Copper Beech Financial Group: (856) 988-8300 | Michael R. Harris, CFP®, ChFC | The Alliance for Lifetime Income