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Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back?
Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation is for you.
Terry Wheeler discusses:
- What refinancing an annuity involves and its potential benefits [00:00:49]
- The economic environment making annuity upgrades viable [00:02:25]
- Different types of annuities and eligibility for refinancing beginning at [00:03:29]
- Financial implications, including cap rates and par rates [00:06:29]
- The tax implications of refinancing through a 1035 exchange [00:13:32]
- And so much more!