What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About Qualified Longevity Annuity Contracts – Gary Baker

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½.

There are a number of planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and the QLAC ruling provided some new and additional opportunities to benefit retirees.

Learn planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and how QLAC ruling provides additional opportunities to benefit retirees.

In “What Advisors Need to Know About Qualified Longevity Annuity Contracts” attendees will learn:

  1. What QLACs are and how they work
  2. Background and history behind the U.S. Treasury ruling
  3. Advantages and disadvantages of QLACs
  4. Strategies for using a QLAC
  5. Which companies are offering QLACs today and samples of rates

Gary Baker, President, US Operation of CANNEX Financial Exchanges

Gary Baker, President, US Operation of CANNEX Financial Exchanges

Gary Baker, President, President, US Operation of CANNEX Financial Exchanges

Gary’s experience in the retirement market has broadly covered retail and institutional business as well as insurance and money management.

Gary Baker leads the U.S. operation of CANNEX Financial Exchanges. CANNEX provides a central exchange for guaranteed product data and calculations in the U.S. and Canada. The business also provides educational tools, product illustrations, transaction support and custom applications.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About Qualified Longevity Annuity Contracts – Gary Baker

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCQLACElearn15

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

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