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When:
May 18, 2022 @ 2:00 pm – 3:00 pm
2022-05-18T14:00:00-04:00
2022-05-18T15:00:00-04:00
Looking for an edge on your next LTC case?
How about showing prospects how they can use tax-advantaged dollars to help fund SecureCare™ III, a long-term care (LTC) and nonparticipating whole life insurance policy?
Like its predecessor, SecureCare III offers unique tax advantages to some clients. Join us to take a deep dive into these strategies and learn how you can help some clients leverage SecureCare III’s unique premium structure to provide potential tax deductions and savings.
We’ll cover:
- What small business owners stand to gain from SecureCare III’s premium structure
- How to use a health savings account to help fund LTC need
- When an individual may be able to deduct a portion of their premium