Jun 7, 2021 #1 T tharpa New Member 1 I want to give someone an annuity, but I was wondering if it is possible to stipulate that the annuity cannot be sold or used as collateral.
I want to give someone an annuity, but I was wondering if it is possible to stipulate that the annuity cannot be sold or used as collateral.
Jun 7, 2021 #2 DHK RFC®, ChFC®, CLU® 5000 Post Club 11,277 Southern California Create a trust and have the annuity in the name of the trust for the benefit of that person.