Create legacy and retirement strategies

You are now a successful business owner or individual and have built more than sufficient for yourself. But you are worried about your children and if they might be able to manage.

One of the strategies we use is to create legacies for 3 generations.

With an structure of an annuity, you start off by benefiting through the monthly payout it provides to yourself as the contributor. You are the first generation.

As you pass on, the funds continue to last for the period of your children’s lifetime. It means that the monthly payout continues for the rest of your child’s life. If he lives till age 100, the payout continues till then.
And when he passes on, there’ll be a death benefit that would be paid out to the 3rd generation, which is your grandchild.

On top of that, with an annuity trust, you can ensure that the funds are protected from divorce or even bankruptcies of your children and grandchildren. In this way, the wealth will be protected from unnecessary risks.