Providing a secure future for families across America since 1974
Call us today: (949) 863-0700

Loading Events

« All Events

  • This event has passed.

Annuities Lunch & Learn with One America

October 11 @ 12:00 pm - 1:30 pm

Free

One of the greatest threats to a client’s income or accumulation plan is an extended health care event.

With the cost ranging from $54K to $100K annually, clients risk being forced to liquidate equities at depreciated values, tap into annuities that were earmarked for lifetime income, or destroy their legacy values – but it’s possible to hedge this risk by converting tax-deferred assets into tax-free distributions to help pay for the cost of care.

We hope you can join CPS and OneAmerica for an educational workshop. We will explore the tax benefits to this concept, and discuss how to solve for your client’s potential LTC needs.

Click HERE to register or RSVP below.

Details

Date:
October 11
Time:
12:00 pm - 1:30 pm
Cost:
Free

Organizer

CPS Annuities Team
Phone:
(949) 863-0700 Ext. 266
Email:
annuitysales@cpsinsurance.com
Website:
www.cpsinsurance.com

Venue

Il Fornaio
18051 Von Karman Avenue
Irvine, CA 92612 United States
+ Google Map
Phone:
(949) 261-1444
Website:
https://www.ilfornaio.com/irvine
Tickets are not available as this event has passed.