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Converting Tax-Deferred Growth into Tax-Free Income
Please join Matt Anderson, CPS LTC Sales & Marketing Manager, to learn how existing annuities can be accessed on a tax-free basis to pay for Long-Term Care needs.  The perfect solution for clients with substantial growth on existing annuities, also for those clients who may have failed to put a plan in place. 

Presentation Highlights:

- Tax-deferred growth becomes tax-free income when used for Long-Term Care
- Plan may be funded with cash, annuity funds, or life insurance cash value
- Unlimited LTC benefits for clients up to age 84
- Simple Underwriting– no medical records, no blood and urine
- 90% approval rate

Questions? Contact the CPS LTC Team at (949) 863-0700 Option 3.

Nov 15, 2022 11:00 AM in Pacific Time (US and Canada)

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