On this edition of the BREW, we are happy to welcome Brigette Ochs, Relationship Manager with Great American Insurance Group. The SECURE Act changed the way clients can inherit tax qualified assets. Through the use of annuity enhanced death benefits, and the 10-year stretched payments, clients can now maximize their legacy and help beneficiaries to mitigate their tax burdens. Brigette will discuss this idea and introduce us to a new crediting strategy for Fixed Indexed Annuities: Cap through Term.
