Charitable gift annuities vs. commercial SPIAs: Opinion

September 1, 2016 by Gary Mettler

When clients express interest in charitable gift annuities (CGAs), the purchase decision usually begins with a charitable intent. In other words, they have a high interest in financially supporting a favorite charity that will issue a CGA and also by the way, reap some nice tax benefits along the way.

However, in the mortality-based income world, I believe there is plenty of room at the table for both CGAs and commercial SPIA contracts. In fact, many people own some of each. Why is that? Click HERE to read the full article. LifeHealthPro articles require free registration to view. 

Originally Posted at LifeHealthPro on August 25, 2016 by Gary Mettler.