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OneAmerica – Turn a Tax Liability into Tax-Free LTC – Call #3
February 27, 2018 @ 10:00 am - 10:30 am
This is the last call in our three part series covering OneAmerica’s Asset-Based Long Term Care.
This third session will focus on how to use a client’s qualified money to fund LTC using Asset Care 3. The most powerful message of this session will be the ability to use one spouse’s qualified asset to fund lifetime care for both husband and wife.
Do you have clients who have the bulk of their retirement dollars sitting in qualified assets? That’s the case for the majority of American’s retiring today. Repositioning taxable, qualified dollars to fund Long Term Care can present some challenging financial planning.
And planning is a must!
The average cost of private room nursing home care is up to $97,450 per year. With that price tag, your clients could easily be staring down a bill of $300,000 to upwards of $1,000,000.
If you could leverage the tax liability of qualified dollars into a larger, tax-free pool of money for Long Term Care, would you take a look? And, if you could use qualified money to provide Long Term Care benefits for two people, would that get you even more intrigued?
- February 27, 2018
10:00 am - 10:30 am
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