Planning Excellence for Life

Qualified Longevity Annuity Contracts (QLAC)

We are excited to announce that we will soon have Qualified Longevity Annuity Contracts (QLAC) for your clients in connection with recent final Internal Revenue Service regulations.

We've been preparing all along and have been working with carriers during this exciting product development phase. That's why, in the very near future, we'll offer QLACs, which allows qualified income streams to commence at an advanced age, such as age 80 or 85. This will enable clients to postpone taking a portion of their required minimum distribution (RMD).

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An important new tool for protecting against the risk of outliving retirement savings


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