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Month: July 2020

Annuity Care…

The 1035 and Annuity Care

31 Jul 2020July 13, 2020
Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain.  Also remember, this is simply a repositioning strategy which does not…
Annuity Care…

Annuity Care II Case Rescue

24 Jul 2020June 24, 2020
One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song  "You can't always get what…
Care Solutions…

Your Legacy Care Opportunity

17 Jul 2020July 9, 2020
In this week's LTC Coffee Break webcast, discussed Legacy Care.  Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. …
Asset Care…

Return of Premium – Asset Care

10 Jul 2020June 24, 2020
As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency.  This has led…
Asset Care…

Using Qualified Money for LTC

3 Jul 2020June 24, 2020
You probably know some people with IRAs, 401(k)s, or 403(b)s - right?Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred.Required Minimum Distributions (RMDs):…

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