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

Mike Johnson
AIN Director of Member Services

With over a decade in the insurance and financial industries, Mike has served as an internal wholesaler helping financial advisors enhance and protect clients’ wealth with Life Insurance and Asset-Based Long-Term Care. Additionally, he’s gained valuable knowledge in innovative financial solutions in the fintech industry. These days, Mike is excited to serve as the Director of Member Services / ABLTC at Advantage Insurance Network, bringing extensive expertise to support the network’s advisors and clients. 

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. 

Mike Johnson
AIN Director of Member Services

With over a decade in the insurance and financial industries, Mike has served as an internal wholesaler helping financial advisors enhance and protect clients’ wealth with Life Insurance and Asset-Based Long-Term Care. Additionally, he’s gained valuable knowledge in innovative financial solutions in the fintech industry. These days, Mike is excited to serve as the Director of Member Services / ABLTC at Advantage Insurance Network, bringing extensive expertise to support the network’s advisors and clients. 

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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