You've purchased an annuity, what does that mean for your beneficiaries?

Join Mary for this practical, educational webinar where your beneficiaries can learn the benefits of owning a Fixed Index Annuity, how it works, and what you need to do if something catastrophic happens to you.

Thursday, April 4th
at 12pm CST and 6PM CST

*If your beneficiary cannot attend please call the office to register: (312) 550-3191

When you outline in your will where you want all your belongings and money to go, you might think it’s that simple, end of story. However, in some cases, your money might not end up reaching your beneficiaries due to a mistake, on your part or theirs.

brunette woman using laptop
wife looking over husbands shoulder as he book appointment on laptop

At our upcoming webinar, we’ll attempt to address how receiving death benefits from your annuity works for your beneficiaries, who we recommend you bring with you to the event. That way, they can get this information as well.

We'll discuss…

  • The 1 mistake that could make things a mess for your heirs.
  • Who should you name as a beneficiary? 
  • How does death benefit from a fixed indexed annuity work? 
  • Decisions you need to make about your money.
  • And more!

In the unfortunate case that something has happened and you, or your loved one has passed on, MTD Financial is here for you. Join us for this educational webinar, bring your beneficiaries, ask questions, and know that we’re here to help.

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Our Office

1600 Golf Road • Suite 1200 (Regus) • Rolling Meadows, IL 60008

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*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Mary T Deutsch IL Ins Lic #17294050/MTD Financial, Inc. IL Ins Lic #3000098844, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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