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Annuities

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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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