Sentences with phrase «annuity arbitrage»
When the annuity arbitrage strategy is designed correctly using highly rated carriers, the risk is minimal.
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If there is no life insurance, then there is no annuity arbitrage, so one of the spouses being able to qualify for life insurance is essential.
Even though «annuity arbitrage» is usually fully customized, below is a common set up and the corresponding benefits:
However, the annuity arbitrage strategy just described is the most popular and most common.
If structured correctly, below are some of the benefits of an annuity arbitrage strategy.
Listed below are the basic steps of how a typical annuity arbitrage strategy works.
When the annuity arbitrage strategy is designed correctly using highly rated carriers, the risk is minimal.
Prior to joining TD Ameritrade, Sadowsky served as Vice President, Finance in the corporate offices at The BISYS Group, Inc., which provided business process outsourcing to bank, insurance, and investment companies, and later joined Columbus Circle Capital, where he specialized in annuity arbitrage and life insurance premium financing.
Not exact matches
Annuity arbitrage tries to accomplish the same goal with the simultaneous purchase of a life insurance policy and a single premium immediate annuity (also known as a lifetime income annuity) on the same person, but from different carriers.