November 2, 2023
Annuity Maximization Client Guide
This month marks the 25th anniversary of JH Solutions and they are celebrating with an updated Annuity Maximization module conveniently located in JH Illustrator. Annuities have always been good retirement assets — and are especially attractive in a rising interest-rate environment — but they are ill-suited for legacy planning. Annuity Maximization models how you can leverage an existing annuity for legacy planning with permanent life insurance.