Lenger Asset Management is excited to roll out our new annuity management line of business. With the addition of our Annuity Management process we are able to bring a complete total wealth management solution to our clients.
Our Annuity Management is a breakthrough for many of our High Net Worth clients. Our first focus is specifically on domestic variable annuities. We have been able to strip out mortality and expense risk fees, product surrender charges, sales charges and commissions. In short for $240 a year we can wrap long term asset management into an annuity contract. It should be noted that variable annuities are not for all investors. Our second area of concentration revolves around non-domestic annuities. Typically, these are utilized by clients wishing to reduce complete exposure from the US financial system.
There are several tax and legal restraints when investing in annuities. At Lenger Asset Management we must uder stand a clients entire financial frame work before recommending this type of investment.
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