Trusts and International Business Companies both provide ideal avenues in assisting with wealth management and estate planning. Annuities can offer another option in this wealth management process through its powerful tax-planning incentive.

What sort of assets can I transfer into my annuity?
You can transfer practically any asset into your annuity, including cash, stocks, bonds, precious metals, a business, vehicles, notes or other receivables. Once these assets are deferred, the income or capital on them increase tax free as long as they remain in the annuity.

Tax-deferred variable annuities offer the client the possibility of withholding taxes on the income and investment gains from the annuity until the client withdraws money from the annuity.