Annuity Care… Annuity Care Advantage 3 Apr 2020March 22, 2020 Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC…
Annuity Care… More Than Tax-Free Benefits 27 Mar 2020March 6, 2020 Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources. To review…
Annuity Care… Repurpose a Deferred Annuity 20 Mar 2020March 6, 2020 If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care… Deferred Annuity Opportunities 13 Mar 2020March 10, 2020 Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
Asset Care… Illustrating Qualified $ 6 Mar 2020March 23, 2020 Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at…
Asset Care… What Asset Care Provides 28 Feb 2020February 10, 2020 For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with…
Asset Care… Use IRA to Fund LTC with Asset Care 21 Feb 2020February 10, 2020 Funding Asset Care with qualified money (traditional IRA, 401k, 403b, etc) is a simple concept. Here is what you need to know at a high level. You will certainly have…
Asset Care… Qualified Money Funds LTC 14 Feb 2020February 10, 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…
Asset Care… SECURE Act Creates Opportunity 7 Feb 2020February 10, 2020 The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. The SECURE Act is aimed…
Asset Care… Asset Care & Executive Bonus 13 Dec 2019December 12, 2019 A Controlled Executive Bonus Plan — also known as a Restrictive Bonus or Section 162 plan — is an agreement that typically allows employers to use tax deductible money as…
2017 CSO Launch… Asset Care Recap of Highlights 6 Dec 2019December 10, 2019 Since the roll out of our new Asset Care products over the summer, many of our current producers have been pleased by the new opportunities that have been created. Here…
Annuity Care… E-Application Advantage 8 Nov 2019November 5, 2019 On thing that we’ve found is that submitting business using electronic application (eApp) has provided advisors with a few advantages. Along with the an assurance that an application submitted electronically…
