Part 3 – How to use qualified money to fund the COB Rider on Asset Care 3
November 13, 2018 @ 10:00 am - 10:30 am
Part 3 of a 3 Part Series
The funding of the COB Rider on Asset Care 3 has been a challenge for many of our firms and their advisors. This session will focus solely on using a qualified SPIA to fund the COB rider, allowing the insured to use 100% qualified money to fund their LTC needs while still spreading out the taxes over time.
Part 3 of a 3 Part Series
The funding of the COB Rider on Asset Care 3 has been a challenge for many of our firms and their advisors. This session will focus solely on using a qualified SPIA to fund the COB rider, allowing the insured to use 100% qualified money to fund their LTC needs while still spreading out the taxes over time.
Details
Organizer