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 more details about how to make it all happen using a simple 1035 exchange and answering 5 health questions. For a quick refresher, the target market is nonqualified deferred annuity owners who have earmarked the annuities as their healthcare emergency fund.
For more on the strategy, follow this link.
I shared a link to an illustration for Indexed Annuity Care to help visualize the product solution. I’ve taken it one step further and have created a short video explaining the details of the Indexed Annuity Care solution specifically for this example that I provided.
This link will take you to the explanatory video.
As a matter of fact, I’ve set up a complete Million Dollar Plan Using Indexed Annuity Care landing page to provide you with more information on both the strategy and the product – Indexed Annuity Care. You will find 4 videos specific to the Million Dollar Plan as well as couple others that explain Indexed Annuity Care. Take a few minutes and check it out.
Remember, my internal Justin Fox and I are here to support you in any way possible.
My “big ask” of you is this – identify 3 or 4 annuity owners 75 or older who might be viable candidates for our leverage strategy then give us a call.
A new episode of Coffee Break was released earlier this week. In the episode, Elaine Marvin, Jen Wagoner, and I discussed how business funded Asset Care plans can provide tax benefits to the company.
Fridays with Fisher 
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