Pension Protection Act Tool Kit
Learn more about these planning tools developed around the Pension Protection Act an how they can help you position your client's non-qualified annuities to access them income tax-free for long-term care.
Overview of Tool Kit
LTC Planning Guide
An overview of our Long-Term Care Planning Guide, the initial step in a presentation.
Pension Protection Act
An overview of our 1-Page Flyer introducing the Pension Protection Act.
Self Funding LTC
An overview of our 1-Page Flyer regarding the consequences of self-funding Ltc.
PPA Planning Summary
An overview of our Client Specific Planning Summary for the Pension Protection Act.
Schedule a Zoom Meeting with Tom Vassallo
To get started with these Pension Protection Act Planning Tools and have them created for your local area with your contact information schedule a Zoom Meeting with Tom.
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