Your Solution: LTC ANNUITY HYBRID
- Funds used to pay LTC needs are TAX FREE (Approved under the Pension Protection Act)
- Leverages non-qualified funds for LTC purposes
- Not a ‘use it or lose it’ style policy
- Once annuity surrender term is over you can walk away with at least your premium
- Accepts 1035 exchanges
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on our spreadsheet for products that work well for your client’s solution.
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