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Grandparent's Legacy - Leave a Legacy without UW

In legacy planning, simply leaving money to a grandchild in a will is leaving money on the table. Instead, depositing money into a joint and survivor single premium immediate annuity (SPIA) with a cost of living adjustment rider can provide guaranteed income for life.

Published: March 4, 2022
Tracking Code: 30047
Business Line: Retirement Solutions
Category: Estate Planning & Wealth Transfer
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