The Difference Between a Structured Settlement and a Fixed Income Annuity - podcast episode cover

The Difference Between a Structured Settlement and a Fixed Income Annuity

Oct 11, 20214 minEp. 92
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return).

In this episode, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients.

Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

⁠— Join the Personal Injury Attorney Facebook Group ⁠—

Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.

Click here to join: https://amicus.llc/Attorney-Group 

⁠— YouTube Content ⁠—

To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube

⁠— Contact Amicus⁠ —

Website: https://www.AmicusPlanners.com/

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

— Follow us on Social Media⁠ —

Twitter: https://amicus.llc/Amicus-Twitter

Facebook: https://amicus.llc/FB-Page

YouTube: https://amicus.llc/You-Tube

LinkedIn: https://amicus.llc/Linked-In

⁠— Blog Content ⁠—

To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles 

For the best experience, listen in Metacast app for iOS or Android