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The foregoing videos and their examples do not portray any one person’s situation. The company prepared the Dramatizations to introduce viewers to a new financial product, a Qualified Longevity Annuity Contract. The individual circumstances of a viewer are likely to vary from the examples in the videos. The videos are not tax or legal advice. The financial information and calculations depicted in these videos are supplied from sources we believe to be reliable. However, we are unable to guarantee their accuracy. These materials are not intended to replace the viewer’s legal, tax, and accounting advisors. Any viewer should seek advice from his or her qualified advisors before entering into a QLAC purchase. The Company accepts no responsibility for any outcome arising from a QLAC purchase or a failure to make a QLAC purchase. This material is not intended to be used, nor can it be used by any taxpayer to avoid U.S. federal, state, or local tax penalties.
Want to learn more? Check out our calculators to develop an anonymous RMD calculation and estimated QLAC quote. Answer specific questions by going to our Knowledge Base page. Visit our blogs page for in-depth articles on a variety of topics including how QLACs help with Sequence Risk, how QLACs are similar to and different from Social Security, best practices in buying a QLAC as well as many other topics.
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