Compass

Exchanging Non-Qualified Annuities for LTC Qualified Annuities

What if existing NQ annuity values, including taxable gain, could become a long term care pool where gains come out tax free? Check out this one minute video!

 

 

Welcome to the world of exchanging Non-Qualified annuities for LTC Qualified annuities. If you have clients holding their annuities as "just in case" medical care assets, these exchanges are something you need to know about, and we can help.

Register for an educational webinar on September 9 at 10am.  Ask our Case Design Team for details.