Tom Riekse, Jr., ChFC, CLU, CEBS
LTCi Partners; Managing Director
Annuities are a great way for people to grow their money and guarantee lifetime income. But many people don’t realize that annuities can also be used to help plan against the cost of an unexpected long-term care. In this presentation we will look at two case studies in how annuities can help fund a plan for long-term care. We’ll look at an example of how a PPA (Pension Protection Act) annuity can result in a tax free long-term care benefit and also how annuities can help fund a combination life/long-term care plan.