Free Guide to 1035 Tax-Free Exchanges


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Download a Free Guide to 1035 Tax-Free Exchanges

If you have an older annuity you no longer need for retirement or a life insurance policy with cash value, you can exchange the value in that policy – tax-free for a Long-Term Care Insurance plan. This means the cash value, including any gains in the policy, will transfer to the Long-Term Care policy without creating a tax event AND the benefits from the Long-Term Care policy come out tax-free. Now you have a plan for the financial costs and burdens of aging and not have any ongoing premiums to be responsible for!

Download this FREE GUIDE and then we will contact you to ask you a few quick questions to see if you qualify. This is an EASY and AFFORDABLE way to plan for the costs and burdens that come from longevity.