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 different 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? Learn more, talk to your clients about this exciting product!
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 different 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? Learn more, talk to your clients about this exciting product!
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