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Tax Efficient Exit Strategies for Non-Qualified Annuities

March 10, 2020 @ 10:00 am - 10:30 am

Join Annuity Specialist, Tom Vassallo, to discover how to defuse the ticking tax bomb that threatens your clients retirement.

By joining this webinar, you can learn:

– How your clients may be able to access their non-qualified annuities income tax free.
– How your clients’ beneficiaries may be able to withdraw income tax free in a lump sum the cost basis FIRST and defer the gain for up to an additional 35 years.
– Steps you can take today that will allow your clients to access some tax-free cost basis in 2 years regardless of gains.

Register Here


March 10, 2020
10:00 am - 10:30 am


MRW Financial