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Resource Brokerage Webinar - One America
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The future of LTCi is here and the key is the RMD!
Resource Brokerage is excited to offer you the opportunity to learn about one of the innovative newer products in LTCi to help your clients protect their retirement assets. Jordan Fields, CLTC, Regional Sales Director of One America, and Ron Cohen, LTC Specialist with Resource Brokerage, invites you to “The Key is the RMD” webinar to learn about using 401(k)s and IRA monies to fund your clients’ LTC needs in a tax efficient way. Don’t miss this opportunity to learn about this important new plan for LTC protection.
Topics:
- Introducing a powerful Linked Benefit product that is funded with 401(k), IRA or 403(b) funds. Don’t have an interest in using qualified money? OneAmerica has the same plan designs available that do not require the use of qualified money.
- Learn how to reposition your clients’ qualified money to create tax free Long Term Care dollars or a tax free death benefit. This satisfies the “use it or lose it” objection from your clients.
- Education on the great retirement income gap. What is it? How can your planning help solve the problem likely facing many of your clients?
- Show how two people (including a spouse, business partner, sibling or parent) can be covered on one policy using only one person’s IRA or 401(k) assets to fund the coverage.
- The new Asset Care illustration system and how you can easily show your clients’ protection options on two pages!
- Real life examples of actual case designs for this product.
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Details:
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Meet The Presenter
Ron Cohen LTCP, DIA, DIF has 22 years specializing in the Long Term Care industry—12 years’ experience selling retail and 10 years as a brokerage specialist helping our brokers become successful selling Long Term Care and Disability insurance.
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