TAX-FREE VS. TAX-DEFERRED ANNUITIES: WHICH ONE IS RIGHT FOR YOUR CLIENT?

Depending on the type of settlement your client receives, there may be an opportunity to maximize the settlement funds while minimizing the tax burden. In some instances, your client may be eligible for an income-tax free structured settlement annuity, while others may qualify for a tax-deferred structured settlement annuity. Both offer a number of advantages…