New Life to Old Annuities

Here is the scenario. You have a client who is 75 years old and has positioned a her emergency healthcare funds in a fleet of non-qualified deferred annuities. In fact, her intention is to liquidate her annuities to pay for her care. As you know, those gains will be taxed at distribution and could potentially... Continue Reading →

Drop-in to Get More Benefits

Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible funding sources and you identify a couple of small cash value life insurance policies as possible resources. The problem is that the cash value from... Continue Reading →

Client Seminar Extended

At the end of June, Michael Florio and I decided to dip our toes in the waters of the virtual consumer seminar. We learned a lot and want to thank all of you who have participated in our effort. Given the positive feedback and the constraints that we are still feeling because of the pandemic,... Continue Reading →

OneAmerica & Alzheimers

Did you know that Alzheimer's Disease afflicts more than 5 million Americans? According to the Alzheimer's Association, it is expected that by 2050 more than 14 million Americans will be living with Alzheimer's Disease. Johns Hopkins Medicine shared that "people live for an average of 8 years after their symptoms appear. But the disease can... Continue Reading →

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