FREE TELECONFERENCE

"Understanding PPA 2006 Compliant Annuities"

Tuesday, August 3, 2010 at 11 A.M. Central Time

Presented by: Zack Derryberry
Hosted by: BHC Marketing, Ltd.

- Signup online here -

Tax-free annuity withdrawal provisions have resulted from the Pension Protection Act of 2006. While it was primarily created to reform how defined pension plans are funded and to help protect pension participants, it has also helped non-qualified annuity owners eliminate taxes while protecting themselves against one of their largest retirement risks - long term care expenses.

Clients owning non-qualified annuities can now 1035 exchange funds to newly established “PPA Compliant” annuities that meet the specifications of the Pension Protection Act for tax-free withdrawal provisions. If the client ever needs long term care, those benefits will be paid free of any taxes on the distributions from the annuity. If the client never needs long term care then the annuity will pass on to beneficiaries in standard fashion.

With over $300 billion of inforce non-qualified annuities nationwide, advisors that understand the provisions, and how they work for clients, will benefit tremendously. If your clients are intending to use their annuities for emergencies like long term care expenses, it would be foolish not to have a solution like this in their total portfolio.

Our teleconference will cover these provisions, what they mean for your clients and what they mean for you. We’ll also review “PPA Compliant” annuity solutions that meet the terms of the Act and allow you to provide these benefits to your customers. You are invited to join us by signing up below. Don’t miss out on this planning opportunity of a lifetime.

"Understanding PPA 2006 Compliant Annuities"

Tuesday, August 3, 2010 @ 11 A.M. Central Time

To signup online