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2013 Advanced Elder Law Review: November 56 Washington, Planning for Nonqualified Annuities Presented by: Robert C. Anderson, CELL, CAP November 5, 2013ESTATE PLANNING WITH UNQUALIFIED ANNUITIES 2

How to fill out planning for non-qualified annuities

How to fill out planning for non-qualified annuities?

1. Gather all necessary financial documents, including income statements, tax returns, and investment statements.
2. Determine your financial goals and objectives, such as retirement income or wealth accumulation.
3. Assess your risk tolerance and investment preferences to determine the type of annuity that suits your needs.
4. Research different annuity providers and compare their offerings, fees, and customer reviews.
5. Consult with a financial advisor or insurance agent specializing in annuities to guide you through the planning process.
6. Fill out the application form provided by the chosen annuity provider, providing accurate and complete information about yourself, your beneficiaries, and your financial situation.
7. Review the terms and conditions of the annuity contract thoroughly, including the surrender charges, interest rates, and payout options.
8. Consider any optional features or riders offered with the annuity, such as a death benefit or guaranteed income rider, and decide if they align with your goals.
9. Submit the completed application form along with any required supporting documents to the annuity provider.
10. Ensure you understand the timeline for processing the application and receiving the annuity contract.

Who needs planning for non-qualified annuities?

1. Individuals who want to supplement their retirement income with a steady stream of payments.
2. Those looking for a tax-advantaged vehicle to accumulate wealth for future financial goals.
3. Investors seeking a conservative and predictable investment option.
4. Individuals with a high income tax bracket who would benefit from tax deferral.
5. Business owners or self-employed individuals who want to set aside funds for retirement.
6. Individuals looking for a potential death benefit to pass on to their beneficiaries.
7. People who desire financial stability and protection against market volatility.
8. Those who have already contributed to qualified retirement plans and want additional investment options.
9. Individuals who want to convert a lump-sum amount into a steady income stream.
10. Anyone interested in long-term financial planning and securing their financial future.

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