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Blog : High Net Worth Fiduciary

Why Fee-Only Fiduciary Financial Advisors Should Be Considering No-Commission Fixed and Indexed Annuities for Conservative High Net Worth Clients over Traditional Bond Investing

Summary: Conservative clients traditionally allocate larger percentage of their assets to bond funds in order to seek long-term principal protection and stability. However, the effect of high ordinary income tax consequences and the loss of long-term return due to volatility makes this inefficient. In this article we demonstrate how no-commission annuities (which invest in long-term investment grade bonds within a tax-deferred and reduced vo...

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High Net Worth Fiduciary: Providing high net worth clients with specialized advice

High net worth individuals have a multitude of needs that require specialized expertise and attention:  strategies to avoid estate taxes so that wealth being passed on to beneficiaries can be maximized, tax-deferral/tax avoidance strategies to avoid paying high marginal tax rates on income, etc. These strategies often require counsel from attorneys or specialists with high level expertise in life insurance and other products.  While experien...

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