Q&A – Funding Sources

Question:  With so many different strategies for funding, is there a single place where I can go to get that information?

Answer:  There certainly is.  The “LTC Protection at Your Fingertips” piece simply outlines all of the funding sources as well as the products that they can be used to fund.  Remember, when using the Continuation of Benefit Rider, those monies do not necessarily have to match the base funding strategy.

For example, we could accept a 1035 exchange into an Indexed Annuity Care base policy and then pay for the Continuation of Benefit Rider with an annual “out-of-pocket” premium.