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Any FIA in Ohio that would take direct transfer of qualified funds and peel off check to client before issue?
Looking for good bonus and income rider or ability to move funds after 5-6 years.
Any FIA in Ohio that would take direct transfer of qualified funds and peel off check to client before issue?
Looking for good bonus and income rider or ability to move funds after 5-6 years.
Qualified funds are from lump sum settlement...if client takes check there is a 20% tax.
Income rider is only IF rider is better than 10 years. (Client needs to take 10% penalty free withdrawals years 2-5 and take $25k year one)
Only two carriers that will definitely do this is AE and Equitrust and possibly Genworth.
If income rider isn't that great, client may want to move funds after year 6.