The preparation for retirement can create a variety of concerns about lifestyle. Some physicians are concerned about the reliability and sustainability of their future income. For these people implementing an insured annuity strategy for a portion of their portfolio is an ideal solution. It generates guaranteed sustainable income for life, which is both higher and more tax efficient than other fixed income alternatives. It also preserves estate value for the benefit for heirs.
An insured annuity strategy is ideal for physicians seeking:
- Guaranteed cash flow for life
- Maximization of income from tax-efficient sources
- Preservation of their estate for the benefit of heirs through life insurance
- Improved estate process and elimination of probate fees*
Is an insured annuity strategy right for you?
If you desire enhanced and guaranteed retirement income combined with a lasting legacy for your heirs then contact MD Financial today.
*Probate fees are not applicable in Quebec with a notarial will.
