BREW: Using Qualified Money to Buy Linked-Benefit LTC

Are most of your client’s assets in qualified or nonqualified accounts?  If your clients are like most, there tends to be a disproportionate share of their net worth in qualified assets.

What if your clients could fund a linked-benefit long-term care (LTC) contract providing lifetime benefits using qualified funds?

Not only is it possible but the client can also receive a 25% bonus on the qualified money used to fund the contract.