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    • What Are the Legacy Planning Alternatives to Single Premium Immediate Annuities and Life Insurance?

    December 14, 2020 by Kent Schmidgall, CFP

    Life insurance and annuities can be useful tools, yet like any financial planning strategy, they should only be utilized within the context of your overall financial life plan. This is especially true of their role in a particular, and frequently pitched, wealth-transfer strategy that employs a single-premium immediate annuity (SPIA) in conjunction with life insurance.

    Click HERE to read the full story via TheStreet

    Originally Posted at The Street on December 11, 2020 by Kent Schmidgall, CFP.

    Categories: Industry Articles
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