Target Assets

Marketing

Target Assets

"It made sense to transfer from taxable to tax-deferred.
Now may be the time to transfer from tax-deferred to tax-free*."

Ideal assets to target for the Catalyst™ solution include:

>> Deferred annuities;
>> Certificates of deposit with accumulating interest;
>> Large balance money market accounts;
>> Life insurance policies with cash value.

During the past ten years, billions of dollars in assets have been accumulated via tax-deferred annuities. At the same time, billions of dollars in tax liabilities have also been accumulated.

Annuities have been and continue to be a tremendous vehicle for accumulating assets. However, as your clients' needs change, the goal of wealth accumulation becomes secondary to the goal of wealth transfer.

The annuity is the targeted asset for Catalyst. Catalyst is a viable option for many annuity owners. It should not, however, be considered if there are no other assets and alternate sources of income other than the annuity, nor if the funds currently in the annuity are earmarked for some specific use in the future.

* Death benefit proceeds from a life insurance policy are considered income tax-free and are estate tax-free if owned by a properly executed irrevocable trust.

Back

Home

	(c) 2009 CatMark, Inc.