EXCLUSIVE WEBINAR

UNLOCK SALES OPPORTUNITIES FOR TAX-FREE LTC

LIVE WEDNESDAY | OCT 23 | NOON ET | đź•’ 60 mins

register now!

Annuities are a fantastic retirement income solution… But what happens if they’re no longer needed.

Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future nursing home care?

This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC.

Or perhaps you have clients who have tax-deferred assets. You can show clients how to leverage the liability of tax-deferred assets into a larger, tax-free pool of money for Long Term Care.

Featured PresenterS

Elena Castor, CLU®
Director of Member Services - ABLTC at Advantage Insurance Network

With over 25 years of expertise in the insurance industry, Elena Castor’s career spans operations, underwriting, and sales, with a focus on brokerage environments for the past 15 years. Currently supporting a network of approximately 200 firms, she provides coaching and education on Long Term Care planning opportunities. Elena’s role includes product knowledge training, case design, product comparisons, and strategic sales approaches featuring tax advantaged options. 

JOSH RHEM
Vice President – Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Elena Castor, CLU®
Director of Member Services - ABLTC at Advantage Insurance Network

With over 25 years of expertise in the insurance industry, Elena Castor’s career spans operations, underwriting, and sales, with a focus on brokerage environments for the past 15 years. Currently supporting a network of approximately 200 firms, she provides coaching and education on Long Term Care planning opportunities. Elena’s role includes product knowledge training, case design, product comparisons, and strategic sales approaches featuring tax advantaged options. 

JOSH RHEM
Vice President – Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected. 

What You'll Learn

  • Turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC
  • Leverage the liability of tax-deferred assets into a larger, tax-free pool of money for LTC
  • Use assets to provide LTC for 2 people
  • Client profiles & conversation starters
  • Sales strategies for qualified and non-qualified money

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