In this follow up interview, Chris Oretis of GWG Holdings, discusses how life settlements can be used or exchanged for tax free benefits which in turn may be used for Extended or Long Term Care Needs.
Interview #2: Chris Oretis
By GWG Life, LLC on 8/1/19 1:00 PM
Topics: Life Insurance & Annuities Financial Planning Lifestyle Planning
1 min read
3 Creative Ways Annuities can Fund LTC Insurance
By LTCI Partners on 7/31/19 9:30 AM
According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year. LTCI Partners show you 3 creative ways to use Annuities to fund extended care needs.
Topics: Retirement Planning Life Insurance & Annuities Sales & Marketing Tax Benefits Prospecting
Decision Tree for Stand-Alone vs Combo LTCi
By Target/Ash on 7/15/19 1:00 PM
Do your clients need help deciding between Stand Alone and Combo products? Use this decision tree to assist in their decision.
Topics: Life Insurance & Annuities Financial Planning Advanced Planning Sales & Marketing
Congress Considers Legislation Allowing Life Insurance Policies To Be Used As A Private-Pay Solution For LTC Costs
By LifeCare XChange by GWG Life on 7/12/19 10:00 AM
A proposed federal law that would enable consumers to sell life insurance policies and use the money to pay for long term care, tax free, has the potential to save taxpayers billions of dollars while improving the quality of life for millions of seniors.
Topics: Retirement Planning Life Insurance & Annuities Extended Care Legislation & Regulations Tax Savings
LTC Industry Developments and Changes
By LECP Center on 6/7/19 9:00 AM
Join LECP Executive Director Carroll Golden and Tom Riekse of LTCI Partners, LLC discussing various industry changes and developments. As the world modernizes and the industry evolves, access to purchasing avenues and options for MainStreetUSA may be expanding as well.
Topics: Long-Term Care Life Insurance & Annuities Extended Care Benefits Employer Sponsored LTCI Sales & Marketing Technology
A New Opportunity in the Life Insurance Industry
By GWG Holdings, Inc. on 5/29/19 3:00 PM
Topics: Life Insurance & Annuities Sales & Marketing
Congress Considers Legislation Allowing Life Insurance Policies To Be Used As A Private-Pay Solution For Long Term Care Costs
By LifeCare XChange by GWG Life on 4/2/19 3:44 PM
A proposed federal law that would enable consumers to sell life insurance policies and use the money to pay for long term care, tax free, has the potential to save taxpayers billions of dollars while improving the quality of life for millions of seniors.
Topics: Retirement Planning Life Insurance & Annuities Extended Care Legislation & Regulations Tax Savings
1 min read
3 Creative Ways that Annuities can Fund LTC Insurance
By LTCI Partners on 3/28/19 12:16 PM
According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year.