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There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.
In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.
Whether you have clients pre-planning for care or currently receiving care, The State Life Insurance Company may have a solution.
In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.
Watch this video, co-hosted with Medico® Insurance Company, to learn how Hospital Indemnity Insurance can help you earn more this AEP.
Join us for The SMS Technology Tour to learn about online quoting, enrollment and contact management tools that will help you leverage time, make more money and put your business in a position of distinction.
Loyal Christian Benefit Association (LCBA) offers Medicare Supplement with competitive rates and an altruistic story that will resonate with your clients.
Watch this recorded webinar from Medico and SMS to learn more about Medico's Short-Term Recovery Care, including an underwriting Q&A.