Benefits of trust-owned annuities

Putting the benefits of an annuity to work for a trust

Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the ever-present sting of taxes and expenses in trust-owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral¹, income control, and diversified investment options.

In this white paper, we'll walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool for your clients. You'll learn:

• What is a trust-owned annuity
• Benefits of trust-owned annuities
• Case studies outlining the types of beneficiaries of trust-owned annuities
• Potential tax-deferral opportunities of Trust-Owned Annuities