By using this site, you agree to our Privacy Policy and our Terms of Use.
close
Annuity Maximizer Trust
A turnkey solution that preserves premium dollars and increases income benefits.

State Taxes on Premiums Cost You Money and Reduce Your Benefit

Annuity Maximizer Trust by Eastern Point Trust Company (EPTC) is a fast, simple to use turnkey solution that eliminates paying annuity premium taxes, preserves every premium dollar, and increases your income benefit amounts.
Learn more about Annuity Maximizer Trust – download or view guide.

Learn More About Annuity Maximizer Trust

DownloadView online

Preserve Every Premium Dollar

Regardless of which state you live in, EPTC’s trust-based solution avoids paying a state premium tax on your annuity purchase.

Annuity Maximizer Advantages

By using the Annuity Maximizer Trust, you will receive a higher payout than executing the annuity purchase in a state with an annuity premium tax.
Annuity Maximizer Advantages – chart

Learn More About Annuity Maximizer

Your submission has been received.
A member of our team will be in touch with you soon.
Something went wrong while submitting the form.
Please see our Contact Us page for more options to connect with us.
Eastern Point Trust has become the fastest growing trust company in the United States through the administration of trusts related to some of the most recognized cases in recent history.
Corporate Vision’s Small Business Awards Winner
Corporate Vision’s Small Business Awards 2020
Best Trust Company & Custodian - (USA)
Most Innovative QSF Solution: QSF360™ (USA)
Recognizable Trusts Administered by EPTC
EPTC has handled all or a portion of the below trusts. A comprehensive list of notable trusts can be provided upon request.
BP

BP OIL SPILL/
DEEPWATER HORIZON

Garuda Indonesia logo

INDONESIA JETCRASH FLIGHT 152

Air Philippines logo

AIR PHILIPPINES FLIGHT 531

VW GROUP OF AMERICA INC SETTLEMENT (DIESEL CASE)

VW GROUP OF AMERICA INC SETTLEMENT (DIESEL CASE)

Asbestos lung image

ASBESTOS
(MESOTHELIOMA)

Madoff International logo

MADOFF INTERNATIONAL RECOVERY FUND

Back to top