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You know 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 Minimum Distributions (RMDs): Money needs to be taken out beginning at 72, whether your client wants it or not. When qualified money passes to heirs at death, […] |
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During this webinar you’ll learn all the different uses for Legacy Care. Examples include the Chronic Illness Rider for clients in care, the transfer annuity process, and how to solve older clientele being forced into maturity with another carrier’s annuity. Webinar runs from 10 to 10:30 a.m. CT. Register at https://register.gotowebinar.com/register/4603004678205028621 IMPORTANT: When prompted for […] |
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This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay […] |
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This webinar takes a deep dive into all three Annuity Care options. Learn about the structure and advantages of each solution, the Pension Protection Act, how to keep 1035 exchanges like-to-like while adding an additional insured, and more. Webinar runs from 10 to 10:30 a.m. CT. Register at https://register.gotowebinar.com/register/4603004678205028621 IMPORTANT: When prompted for “Marketing Organization” […] |
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OneAmerica Webinar: Intro to Life and Annuity LTC Options This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and […] |
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This webinar focuses on qualified funding sources for Care Solutions and the advantages of each. We’ll discuss the different Asset Care qualified funding setups and using qualified funds with Annuity Care and Indexed Annuity Care. Webinar runs from 10 to 10:30 a.m. CT. Register at https://register.gotowebinar.com/register/4603004678205028621 IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC […] |
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