AppMan© Announcement:
New Opportunities for Funding Long Term Care Insurance
 

The Pension Protection Act (PPA) brings new opportunities to talk to customers about adding long term care planning to their retirement strategy. It allows non-qualified annuity owners, in many instances, to use their annuity to pay for long term care insurance premiums
tax-free.

Our goal is to provide value to you with Multiple Product Solutions to meet the needs of your clients, Operational Ease for both you and your client and lastly, Education and Sales Support to help you have the conversation.

 

 

How does this all break down?
 
OPPORTUNITY: Created by the Pension Protection Act
CALL TO ACTION: New, tax-advantaged Sales Concepts to help you evaluate client situations
EXECUTION: Making it easy to do business with us with operational ease
SUCCESS: Solving for one of the top risks to retirement

 
It's a new year, and this year starts with these new opportunities to fund Long Term Care Insurance premiums. As you read through the materials feel free to call Financial Markets, Inc. at
800-888-2829 for additional information.
 
 

Financial Markets, Inc.

Financial Markets, Inc.
800-888-2829
www.fm-inc.com - AppMan@fm-inc.com

Financial Markets, Inc. PO Box 3980, Rapid City, SD, 57709
For broker/agent use only. Not intended for use by the general public.
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Financial Markets, Inc. All rights reserved.