Why should you talk to clients about a QLAC?
If you have clients who need to start taking distributions from their qualifying assets, but they don’t yet want or need the income, there’s a way you can help. Talk to them about how a qualifying longevity annuity contract (QLAC) can help them:
- Defer distributions and decrease current RMDs
- Reduce current taxable income
- Create future lifetime income that may enhance financial security later in life
Our new comprehensive QLAC brochure, Help ensure you have income long after you retire (RF2382) helps explain what a QLAC is, and how it can help your clients. Copies are available from virtual supply and are approved for use with clients.
For more information about QLACs: Principal Annuities and income Solutions, 866-309-1623.
1 Guarantees based on the claims-paying ability of Principal Life Insurance Company.
For financial professional use only. Not for distribution to the public.
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