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OneSource Brokerage, Inc.                

 

 

Use Qualified Money to Fund LTC Coverage

Asset-Care III helps your clients leverage their IRA, 401(k) and other tax-qualified funds to protect their retirement from the financial risks of LTC by combining a qualified annuity with a 20-pay whole life insurance policy. In fact, it's the only all-in-one choice on the market with these benefits.

 
Plus:
> Tax liabilities are spread over a 20 year period
> Annuity withdrawals help meet RMDs
> Joint coverage is available
> Option to extend LTC benefits even after policy values depleted

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