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Receive favorable tax treatment - PowerPoint PPT Presentation

Annuity & Planing

An annuity is an insurance policy. It can be used by an individuals as part of a personal savings plan, these financial products may also be used by companies. A company that uses an annuity policy normally uses the policy as a retirement plan set up for employees. These plans may be qualified under the Employee Retirement Income Security Act (ERISA)

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Receive favorable tax treatment - PowerPoint PPT Presentation

Annuity & Planing