ANNUITIES – Tips & Traps

Annuities can be the appropriate solution in multiple situations – estates, retirement planning, pension transfers, etc.  This session will provide information on tax and other legislation that need to be taken into account when considering whether the acquisition of an annuity is appropriate.  It will also highlight tips and traps.

Lea Koiv was employed for a number of years with a major insurer, having spent time in both the head office and a regional sales office.  She is also life licenced.  She has thus dealt with annuities from both an insurer’s and advisor’s perspective.