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July 2019
Broaden Your Market with Tax Advantaged LTC Annuities (Webinar)
OneAmerica Webinar Presenter: Jeremy Veryser, OneAmerica National Sales Director – Care Solutions Think about your clients with annuities. Will they depend on their annuity(ies) for retirement income? If not, they could move all or some of their money from tax-deferred to tax-free to pay for long-term care expenses. Who doesn’t like the sound of that? Many Advisors have found that this solution helps broaden their potential market. It can be issued on clients through age 85 with health issues -- individuals…
Find out more »Lunch Program: Understanding the Captive Insurance Model
Insurance agents, financial advisors, CPAs... The formation of captive insurance entity offers high-net worth business owners and professionals a customized vehicle to self-insure. When created correctly, a captive entity is a powerful insurance strategy to decrease taxes, build wealth, and protect against business risks (including specialized risks often overlooked by commercial insurers). Learn more about setting up a successful captive entity, including the financial benefits and how to identify potential clients. CPAs earn 1 CPE. Hosted by GPAgency. Course Instructor:…
Find out more »August 2019
Nationwide: No-Lapse Guarantee SUL+ LTC Rider
Benefits of the LTC rider available on Nationwide YourLife® No-Lapse Guarantee SUL II. Presenter: William Sloan, Nationwide sales rep.
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