Financial Planners and Agents

Leveraged Annuities

Leveraging Annuities

Annuities are powerful tools for your retirement and the future of your family.  How can you make them even more powerful?

By leveraging them.  AOA is a specialist in the use of leverage to increase the power of time and compound interest.

Here's how it works:  your business ( a Sub-S, an LLC, or a PLLC) gets a non-recourse loan from a loan facility provided by AOA.  The loan (let's say One Million Dollars) is to your business only, and you have no personal liability.  The funds go directly to the top-rated insurance company to purchase an annuity in your personal name.  The annuity is often the only collateral for the loan. 

Now, you have a large lump sum working at compound interest for the remainder of your working career.  Your business pays the interest-only loan, and takes a tax deduction.

The net effect?  At the end of your working career, you will have 2 to 3 times as much as you would have had using the same amount of monthly payments (the interest payments) to put directly into an annuity.

Contact AOA to investigate the possibility of your own Leveraged Annuity.

Another powerful form of leveraged annuities is the Staggered Leveraged Annuity Arbitrage Bundle, or SLAABTM.  Click here to read more about how a  SLAABTM could benefit you.

Website Builder