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 deferral^*, income control, and diversified investment options.

In this eBook, 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.

In this eBook 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

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^*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.

Annuities are issued by Jackson National Life Insurance Company^®(Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York^® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson^® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company^®, and Jackson National Life Insurance Company of New York^®.

Benefits of trust-owned annuities

Putting the benefits of an annuity to work for a trust

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