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Turn a nonqualified annuity into a fund for long-term care expenses with up to 4x the benefit pool of the original cash value, tax-free! By using a 1035 exchange, clients can turn their current annuity into one that qualifies for the PPA advantages for LTC.

Published: May 23, 2023
Tracking Code: 20020
Business Line: Long-Term Care
Category: Funding a Plan
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