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.
- 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.