Annuities can be an important part of long-term care planning, Tom Riekse, ChFC, CLU, CEBS, Managing Director at LTCi Partners, told attendees of NAIFA’s Limited and Extended Care Planning Center webinar. “Unfortunately, there has probably not been as much emphasis on how they can work together in a plan for care as there should be based on some of the great benefits available.”
3 min read
Annuities and LTC Insurance: Two Case Studies in Planning
Topics: Annuities Long Term Care
Broker Tools- Annuity Review Worksheet
An annual annuity review makes smart business sense for you and your clients! The reasons your clients originally purchased an annuity may have changed over time, so it’s important to make sure the type of annuity held matches the intended use.
Topics: Annuities Broker General Agency
1 min read
3 Creative Ways Annuities can Fund LTC Insurance
According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year. LTCI Partners show you 3 creative ways to use Annuities to fund extended care needs.
Topics: Annuities Retirement Planning Sales & Marketing Tax Benefits Linked Benefits Prospecting
1 min read
3 Creative Ways that Annuities can Fund LTC Insurance
According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year.
