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Artist Series Sales Ideas

Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.

Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.


Created: June 2010

SUMMARY: Although deferred annuities can be efficient wealth accumulation vehicles for retirement planning, they can cause both income and estate taxation when  transferred at death. One way to avoid double taxation of a deferred annuity you already own is to transfer as much of the annuity value to heirs as possible. This can be done by converting your current deferred annuity to a Single Premium Immediate Annuity (SPIA) in which an income stream funds a life insurance policy.

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