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
Upcoming webinar
SecureCare III’s tax advantages
DATE: Tuesday, November 29, 2022 • TIME: 1 p.m. CST
SPEAKER: Channing Schmidt, J.D., CFP®, Advanced sales director