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.

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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.