If you missed the event, you can download materials below:
A Guide to the Underwriting Process
Asset-Care Client Brochure
Why Joint Life?
Benefiting from the Pension Protection Act with Annuity Care II
Pre-Underwriting Inquiry
If you have questions, or would like more information, please contact
Fred Bates at (800) 659-1349 x 126 or use the button below.
Featuring Guest Speaker James Romero of OneAmerica
Topics Covered:
How certain annuities can benefit from the Pension Protection Act and provide income tax free withdrawals for LTC
About products that issue all the way up to age 85
How to use qualified money to gain long-term care benefits
How to speak with your clients about a negative topic in a positive way