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Tax Deferred Annuities

Many estates fall into tax traps. This means that where an estate could have taken advantage of laws and tax codes, it falls short, paying more than the due share of taxes. This course teaches the technical side of annuities as a practical tool for investment.

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Duration: 6 Weeks

Price: $54.95

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This course will teach you the strategies in the following topics.

The Mechanics of Annuity
Fixed, Variable and Hybrid Annuities
What are the common characteristics of all annuities?
Annuities as an asset protection tool
General Feature & Benefits of Annuities
The Single Premium Immediate Annuity ("SPIA")
Traditional Fixed Annuities
Index Linked Fixed Annuities ("EIA")
Total Return Fixed Annuities
Variable Annuities
Two-Tier Annuities

You will learn how to get a guaranteed 7% Rate of Return! Every Estate Plan needs access to this information to be successful!

►Learn the technical features of an annuity

►Learn all the various types of annuities

►Learn all the various investment crediting methods

►Learn how to avoid pitfalls with annuity planning

►Learn how to properly use annuities

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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