Case Success: OneAmerica Solves an LTC Planning Case with Annuity Care 2, Leading Directly to a Referral and Second Sale

Owners of non-qualified annuities have an incredible opportunity to fund long-term care on a tax-free basis with the help of the Pension Protection Act (PPA). Effective in 2010, the PPA allows a non-qualified annuity to 1035 Exchange into a PPA-compliant annuity tax-free, and then accelerate that annuity for long term care expenses without any taxes due on the benefit payments. This is a huge benefit for clients with significant gains in non-qualified annuities. Why is this a big

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