More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast!
Using Qualified Funds for the LTC plan is a unique solution and adds in a 20% bonus to the transfer amount, which then distributes over a 10pay plan design.
Brent DeGroot, Regional Sales Director with OneAmerica, shares why this option is one of the fastest growing solutions in their portfolio!