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Category: Funding Sources

Annuity Care…

Care Solutions University Invitation

12 Jun 2020May 29, 2020
Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…
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…

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