Learn more about the RIC-E Trust®

The Retirement InCome – for Everyone Trust® (RIC-E Trust®) is an individual guarantor trust designed to let you set money aside for a child’s, grandchild’s, or loved one’s retirement. By investing the assets in a variable annuity, the trust account is designed to grow tax-deferred until the beneficiary reaches retirement age.

New Trusts cannot be created at this time, but please stay tuned for news about the RIC-E Trust in 2019. Complete this form so we can keep you posted. Until then, please reach out to us with your questions about anything else financial on your mind. Just call (888) PLAN-RIC.