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Annuity Management
Lenger Asset Management is very excited to offer Annuity Management services. We believe this line of business truly differentiates us in the market place.
Domestic Annuities
Our main focus is on Variable Annuities. Through our strategic partners we can wrap a client's investments in an annuity structure with a flat fee of $20 a month! There are no mortality and expense risk fees, product surrender charges, sales charges or commissions. There are over 200 funds for us to create and manage your investment allocation. Other options and riders are available under a different fee structure. We have highlighted a few of the main benefits of the annuity structure with the graphic below.
Non-Domestic Annuities
We are very proud to offer the ability to provide clients with the avenue to set up Non - Domestic Annuities. These are very complex transaction and structures. However, the benefits can be truly unique compared to other financial products offered in the US. The graphic below helps to quickly differentiate the benefits of a Non-Domestic Annuity vs Domestic Annuity.
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