3/21/19 at 1:00 PM EST - Converting Old Annuities with Big Gains into Tax-Free LTC Benefits
Most producers do not realize the tremendous tax advantages for LTC planning provided by the Pension Protection Act (PPA) when an existing non-qualified annuity has performed well. Gains are tax free for LTC benefits. Attendees will learn how this strategy works and why it is so beneficial for your clients.
Brad Shepard, Regional Sales Director from One America and The C.O.R.E. Group look forward to helping you work this strategy into your tool kit!
4/4/19 at 2:00 PM EST - 1035 Exchange and "Live, Die, or Quit" Benefits on a Traditional LTCi Product
Join us for a C.O.R.E. Group exclusive conversation that highlights how NGL EssentialLTC can be structured to offer your clients flexibility via benefits if they:
1. Need LTC (live)
2. Don’t need LTC (die)
3. Surrender the policy (quit)
We will also discuss LTCi funding sources for your clients to 1035 exchange the cash value of life insurance and/or non-qualified tax-deferred annuities (including tax-deferred gains) into LTCi with a guaranteed single premium and tax-free benefits.
Marc Glickman is the Chief Sales Officer at National Guardian Life and will be presenting. This is a session you don’t want to miss!
OneAmerica Care Solutions Suite and Concept Training
Get back to basics! Learn all about asset-based LTC solutions: how they work, how to set up sales, different funding options, product features, benefits and more. Webinars are every other Friday, 11 AM to 12 PM. EST.
OneAmerica Care Solutions Live Deep Dives
Go in depth on topics related to their asset-based LTC solutions. Live Deep Dives occur every other Friday, 11-11:30 AM EST.
Principal Learning Network
April 1, 2019
10:30 - 11:00 a.m. (Central)
To Participate: 888-804-6749
Conference ID: 1733733557
Learn how easy it is to use our complimentary business planning services to uncover business owner needs and start planning conversations. We’ll show you tools and resources to open doors that may lead to life and disability insurance sales.