Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a Pension Protection Act annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that?
The facts:
*Repositioning an annuity to Annuity Care® is a simple 1035 exchange that avoids taxation on gains earned. We’ll take care of moving everything, even if clients exchange only a portion.
*Clients who might not qualify for other LTC protection may still receive Annuity Care protection, with higher issue ages than our whole life products and no medical exams.
*Annuity Care provides tax-free LTC benefits with the option for lifetime payments and a guaranteed rate of return. It doesn’t get much easier than that.
