Long-Term Care Workbook
Understanding and Creating Your Care Strategy
This free workbook will help guide you through the steps in understanding and creating your long-term care strategy.
This workbook is broken up into four parts:
- Fill out a confidential analysis questionnaire
- List your prior experience with long-term care
- Create your care strategy
- Learn fund options for long-term care
Download this free workbook, submit it to your advisor, and start working on your long-term care strategy today!
Purchasing Life Insurance with Qualified Funds:
What You Need to Know
Many financial professionals encourage their clients to diversify their retirement assets from a tax perspective. Some consumers are being asked to consider taking a taxable distribution of qualified plan money to buy cash value life insurance. But is this a good idea?
In this free guide, you’ll learn:
- Federal income tax rules of qualified plan distributions
- Three buckets of tax diversification
- Information about modern permanent life insurance policies
- And much more!
Download our free guide today to see if this strategy is right for you!
You’re Looking Forward to Retirement…
…But What If You Need Long-Term Care?
Long-term care encompasses a variety of services that include the need for both medical and non-medical assistance. Can you realistically protect your retirement assets and income if you were to accrue long-term care costs?
This free guide will help answer the following questions:
- What is long-term care?
- Do you think you will need it?
- If so, how long do you think you will need it?
- How much do you think it will cost you?
- How will you pay for it?
Download our complimentary guide today to learn more!
