Part 1 – OneAmerica: What Your Annuity Max is Missing
October 30, 2018 @ 10:00 am - 10:30 am
Part 1 of a 3 part Series
Join us as we get strategic about risk management and legacy planning strategies with a quick overview of the Long-Term Care market, some insight into the average client’s thought process around planning for care and an investigation of the pros and cons of some of the planning strategies available to advisors and their clients. Topics include:
• New stats around the need for care that shine a light on how important a care funding strategy is to a financial plan
• Insight on how the typical client is already planning for care and the challenges their “plan” may face
• Two case design solutions that build on the “good, better, best” strategy to give clients multiple solutions to choose from
You won’t want to miss this informative, unique LTC planning discussion so register today!