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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Business Development
Envestnet | PMC CIO Support and Investment Consulting Services
By combining PMC’s core competencies with Envestnet’s advanced platform technology, we offer a robust investment program vital to wealth management practices of varying sizes and stages of growth.
Alternative Investments
The Case for Liquid Alternatives, Especially Now
This piece is approved to use with clients.
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.