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Hybrid Annuities and the Long-Care Provisions

Tim Vannoy, ChFC, CLU, CFP

Regional Sales Director, OneAmerica

Join Tim Vannoy, ChFC, CLU, CFP as he uses case studies to cover the following topics related to hybrid annuities and the impact on long-term care provisions:

  • Who would benefit from the Pension Protection Act
  • How large is the market for the Pension Protection Act
  • Turn idle policies into new revenue opportunities
  • How can a client get those tax-deferred gains out tax-free
  • Tax-deferred vs. tax-free
  • Partial 1035 Exchange Opportunities

LECP WEBINAR SERIES

June 23, 2021 at 2 pm eastern 

Register

Explore the NAIFA LECP Center

Immediate Access To:

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Research, Trends & Innovations

Information and intelligence on trends shaping the industry, including: caregiving, case studies, surveys, new product ideas and reports on technologies revolutionizing care.

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Expert Advice

Planning in Advance (estate, financial, retirement); Pre-Need (options and insurances); Point of Need (assessments, funding, services such as reverse mortgages, life insurance settlements, home care agency).

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Education & Training

Opportunities that allow advisors to learn about products and obtain leading designations, certifications and continuing education on planning for current and future needs.

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Advocacy

The Center is the catalyst to unite the industry with advocacy priorities and objectives that will protect and advance care for consumers.

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Real-Time Industry Connection

The LECP Center is a living, breathing and growing virtual hub where important networking, conversations and education – often begun at annual industry events – will be able to thrive year-round.

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Consumer Outreach

Content created for consumers to raise awareness of the industry, products and services essential in planning and addressing needs in limited and extended care.