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Spend Down Protection |
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Guaranteed Income |
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Save On Taxes |
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Probate Protection |
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Leave A Legacy |
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Smart Giving |
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Life For The Living |
Smart Giving: Give Without Giving Up
LEGACY MAX
Learn how to give without giving up the assets!
OBJECTIVE
Create an additional income stream for you without liquidating or putting "at risk" any of your assets. At the same time, providing to a charity an income stream of $50,000 to $500,000 each year without depleting the estate.
Your heirs still receive the entire estate!
CONCEPT
Use your assets to purchase a SPIA (Single Premium Immediate Annuity.)
Use the SPIA to generate an annual income for you which was not previously available.
Purchase a life insurance policy to cover the loan against the assets, and provide a substantial payout to the charitable beneficiary upon death or maturity date.
For information on how this great concept can benefit you contact us
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David Appleby ChFC®, CLU®, QFP®, CASL®, CTS™, RFC®, CSA®President of Registered Investment Advisor Qualified Financial Planner Phone: (941) 739-5006 Toll Free: (888) 443-2136 Fax: (941) 866-0998 Email: Click here BeeSure Companies BeeSure Financial ServicesBeeSure Tax Advisors BeeSure Wealth Management, Inc. The Fixed Annuity Shoppe 2048 43rd Ave West Bradenton, Florida 34205 Map/Directions |
