Tax-Free Dollars for LTC 🩺 Tuesday, February 11

Annuities are a fantastic retirement income solution, but what happens if they’re no longer needed for income?
Tuesday, February 11th – 10.00 AM to 10.30 AM PST
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Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future extended health care needs? This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC.
LEARN HOW YOU CAN:
- Turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC
- Leverage the liability of tax-deferred assets into a larger, tax-free pool of money for LTC
- Use assets to provide LTC for 2 people
Questions? Contact the CPS LTC Team at (949) 863-0700 Option 3.