|PPA Product Training|
Effective January 1, 2010, the Pension Protection Act of 2006 allows for tax free withdrawals from certain "linked benefit" annuity products to pay for long-term care expenses. Don't miss this once in a decade opportunity to tell your clients about the benefits of the Pension Protection Act and what it means to them.
Through First Protective, you have access to both PPA-compliant porducts as well as a Team of Specialists that can help you understand and apply the concept as well as recommend the specific product that best meets your clients needs.
The presentations below are your crash course on the Pension Protection Act tax law changes and the products available for your clients. If you were not able to attend one of First Protective's Focus Group Meetings, this site is the next best thing! Please keep in mind that you need to be licensed for Long Term Care to sell these products, even though the LTC linked benefit is a rider on these fixed annuity products. If you are in a Partnership state, that means you MUST have the required LTC Continuing Education course completed. For more information on contracting for these products, contact First Protective's Licensing & Contracting department.
One America's Annuity Care product suite is positioned to take advantage of the PPA tax law changes. This presentation from First Protective's Focus Group Meeting Series is provided to review the tax law changes that went into effect on 1/1/2010 and highlight the features and benefits of the OneAmerica product.
Mutual of Omaha
Mutual of Omaha's carrier financial rating is among the best in the industry. Also, they are one of the few carriers to have a linked benefit annuity product available that is compliant with the Pension Protection Act of 2006 and it's provision for tax-free wihtdrawals for long term care expenses that went into effect January 1st, 2010.