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Variable Annuities
While today's variable annuities have more protection and growth options than ever before, the basic structure of the VA is simply a mutual fund portfolio with a tax-deferred wrapper around it. Therefore, I needed to create a section to deal with the uniqueness of the VA. Here, you will:
- discover that variable annuity subaccounts that clone the same mutual fund are not created equal.
- Examine the real life benefit of VAs that never gets discussed.
Review a list of the largest, most popular subaccounts, and
- take a look at Tax Freedom Day Foundation charts that depict the cost of taxable investing over the years.
Coming Soon!
I am working on a report that compares the attributes of all variable annuity contracts and their subaccounts.
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Subscriber-Only Access to the Following Research Reports:
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Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.
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"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”
- JoLynn Free
First Vice President
RBC Dain Rauscher,
Austin TX
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