Annuities

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Your Solution: QUALIFIED LONGEVITY ANNUITY CONTRACT

  • Lesser of 25% or $125,000 of qualified accounts
  • Deferred Immediate Annuity product
  • Start date can be deferred as far as 1st month after 85th birthday
  • Funds in a QLAC do not owe RMD
  • Death benefit of return of premium if client dies before payout date

Look for on our spreadsheet for products that work well for your client’s solution.

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