Webinar Replay

Retirement Savings and Income Planning
Annuities
A Deep Dive in Qualified Longevity Annuity Contracts (QLACs)
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Ruth SchauGuest Expert: Ruth E. Schau FCA FSA EA, Pacific Life Insurance Company

This webinar aims to demystify QLACs, shedding light on their role in deferring income to mitigate longevity risk. We will unpack the contribution limits, explaining how they fit within the broader...

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Discussions & Comments

Missy Davis 2 years 1 month ago
A few comments from listeners when they were asked what the learned from the webinar:

Great to know this is an option but feel that it is a niche solution for selected clients. Presently I don't have a client I would present this to. But, session logged in my head should a case come up.
- John M.

I didn't really know much about them at all.... love the SMILE chart.
- Ann Marie F.

I learned about a planning option I did not previously know about, QLACs.
- Mark Z.

Consider QLAC for later in life income
- Alexis B.
A few comments from listeners when they were asked what the learned from the webinar:

Great to know this is an option but feel that it is a niche solution for selected clients. Presently I don't have a client I would present this to. But, session logged in my head should a case come up.
- John M.

I didn't really know much about them at all.... love the SMILE chart.
- Ann Marie F.

I learned about a planning option I did not previously know about, QLACs.
- Mark Z.

Consider QLAC for later in life income
- Alexis B.

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This webinar aims to demystify QLACs, shedding light on their role in deferring income to mitigate longevity risk. We will unpack the contribution limits, explaining how they fit within the broader scope of a client's retirement assets and address the common misconception about Required Minimum Distributions (RMDs). Our focus will be on how QLACs, exempt from RMDs until age 85, can provide strategic tax advantages and income stream management.

Ruth Schau, Sr. Director of Pension Solutions at Pacific Life, will delve into the scenarios where QLACs serve as a beneficial addition to a retirement strategy, aligning with a client's future financial needs and ensuring a stable late-in-life income. This session is structured to empower you with the knowledge to integrate QLACs into client conversations, reinforcing your role as a trusted advisor in their financial journey.