More Than Tax-Free Benefits

Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources.  To review that article, CLICK HERE. On April 9 at 11 am (eastern), you can join my webcast to learn more about this innovative way of funding... Continue Reading →

Repurpose a Deferred Annuity

If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation for my April 9 webcast at 11 am (eastern) where I discuss how to transform tax-deferred accumulation inside non-qualified deferred annuities into tax-free long term... Continue Reading →

Deferred Annuity Opportunities

Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing about Annuity Care, but this represents a tremendous long term care funding solution.  Why? Consider this - according to Gallup's 2013 Survey of Individual Annuity Contracts ...... Continue Reading →

Illustrating Qualified $

Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at 11:00 when I discuss how to get tax-free long term care funding from the tax-deferred accumulation of a deferred annuity or cash value life insurance.... Continue Reading →

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