35 events found.
Events
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In this session, we’re going to look at how you can prevent your clients from falling into the “self-funding” trap. Instead, you can help clients: • Get long-term care protection • Control their taxable income • Preserve capital growth, and minimize – or even avoid altogether – the • Medicare surcharge that hits high earners […] |
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Designed for producers and agencies looking for a repeatable way to create value in annuity-heavy books. Learn how to position a PPA-based annuity exchange for clients who are already mentally earmarking annuity dollars for future care, with the potential for tax-free LTC distributions and a streamlined screening experience. What You’ll Learn: • Who to target […] |
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