So I've been out of the annuity game for a bit and I'm just looking to see how you guys might approach this case. I've got some assistance outside o this realm but figured I'd pick a few brains here.
So I have a prospect that recently inherited 9 million dollars. I haven't met with him yet but he has told me he wants to "put 4 million into an annuity/annuities and live off the interest". Now I know about laddering and that structure but to just keep things simple for now, let's just assume this is NQ money for now. The guy is 50 Y.O. soon to be 51 in July. He's not very bright and doesn't
So I have a prospect that recently inherited 9 million dollars. I haven't met with him yet but he has told me he wants to "put 4 million into an annuity/annuities and live off the interest". Now I know about laddering and that structure but to just keep things simple for now, let's just assume this is NQ money for now. The guy is 50 Y.O. soon to be 51 in July. He's not very bright and doesn't
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