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March Sales Idea of the Month

March Sales Idea of the Month

Sales idea of the month using qualified money to fund a LTC Plan There are TRLLIONS of dollars in retirement accounts, most of it held by baby boomers. Here is how you can set up a great LTC program for someone using qualified money. Purchase a IRA Single Premium...
Product Spotlight: OneAmerica Asset Care III

Product Spotlight: OneAmerica Asset Care III

Product Spotlight OneAmerica Asset Care III COMPANY OneAmerica STATE AVAILABILITY All states except NY PRODUCT TYPE Fixed Annuity funding a 20-pay Whole Life policy. DESCRIPTION Insured directly transfers or rolls over qualified funds into the annuity. The annuity...
ILTCI Conference 2019

ILTCI Conference 2019

Last week I attended the annual Intercompany Long-Term Care Insurance Industry (ILTCI) conference in Chicago. I’ll be honest; I was not looking forward to going. After traveling extensively for the past few weeks and going to this conference for the past 18 years...