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, […]
Upcoming webinar SecureCare 301: sales ideas DATE: Tuesday, November 24, 2020 • TIME: 1:00 PM CT, 2:00 ET SPEAKER: Mike Sweazey, Regional Vice President – SecureCare Click here to register: https://securian.zoom.us/webinar/register/WN_rbvfaCsTSAamaOLvOInRTQ
3/23: Making the LTC conversation an integral part of retirement planning with Lincoln Financial Group 1:00 PM Central During this presentation, we’ll review: Research about what advisors and clients are thinking when it comes to long-term care The growing need for planning How to frame the conversation, and Incorporating long-term care planning in your practice […]
3/30: OneAmerica Care Solutions University 12:30 PM - 4:30 pm Central This half-day online event is the perfect opportunity to invest in your personal growth and take your Asset-Based long-term care business to the next level. In our best-in-class Care Solutions University: Having the LTC conversation Understanding LTC past and future The Need for Asset-Based […]
Tuesday 4/20: Deep Dive on Annuity Care Plan Designs Case studies built on real world examples. See how this solution can help more clients with a solution that goes from tax-deferred to tax-free for LTC. Register here