A Gift for You

This week’s episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which he and an advisor recently employed. You should check it out.

LTC Coffee Break Espresso Shot 3/22/2022

Get a new idea Tuesday when Michael Florio and I drop a new episode of LTCcoffeebreak.com.

For additional LTC Coffee Break episodes go to the LTCCB Channel.

There are a couple of things that this week’s episode bring to mind.

Asset Care can be funded in a variety of ways. When I say this, most people think of premium modes and durations. What I really mean is that funding strategies like

  • the gifting strategy that Michael share, or
  • executive bonus, or
  • “top hat” benefits for executives, or
  • incorporating in a buy-sell agreement, or
  • legacy and wealth transfer strategies for a family owned business.

Along with these ideas, we have the resources to help you. Our Advanced Sales team is available to work with you when you uncover an opportunity that isn’t a “plain Jane”. When you uncover an opportunity, please start by contacting me via email at kevin.fisher@oneamerica.com or call me at (678) 512-9627.

The second point that I want to share is that you have resources at your fingertips with our Trusts & Asset Care Guide as well as our popular Asset Based LTC Tax Guide for Individuals & Businesses.

Remember, there might be significant advantages for individuals who can use corporate dollars to fund their Asset Care.

For questions about OneAmerica, case design, strategies, or asset-based long term care solutions, please contact me via email at kevin.fisher@oneamerica.com or call me at (678) 512-9627.

And, as always, get a new idea every Tuesday when Michael Florio and I drop a new episode of LTC Coffee Break. If you become a subscriber to the LTC Coffee Break Channel, we will send you your own LTC Coffee Break mug.