In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care. Simply, the premiums for the long term care portion of the policy can be deducted. To learn more about this opportunity, check out our June broadcast of Coffee Break. Please check it out. With this in … Continue reading Section 162 Executive Bonus
Month: June 2023
Million Dollar Annuity – Why Bother?
Often times, retirement plans are put together without recognizing the possible time bomb called long term care. The million dollar annuity strategy that I have been talking about for the past few weeks is one way to help mitigate that risk. We are simply introducing leverage and tax-favored long term care benefits into a retirement … Continue reading Million Dollar Annuity – Why Bother?
Million Dollar Annuity Care Resources
Two weeks ago, I shared with you a little about the Million Dollar Annuity Care plan. It explained some important facts about the opportunity to help clients’ reposition their nonqualified deferred annuity money into a tax-efficient delivery vehicle for long term care. This link will take you to that information. And, last week, I shared … Continue reading Million Dollar Annuity Care Resources
Maximizing Your Annuity Concept
Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is … Continue reading Maximizing Your Annuity Concept
Maximizing Your Annuity
I’ve been riding this topic hard for the last few months and for a good reason! One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot … Continue reading Maximizing Your Annuity
Fridays with Fisher 
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