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

Loading Events

« All Events

  • This event has passed.

Webinar: Leveraging Tax Dollars To fund a LTC Plan

March 7 @ 10:00 am - 10:30 am UTC-8

Hosted by Rob Wheat, CPS LTC Sales Manager

Join us for a 30-minute webinar on leveraging tax dollars to fund a LTC plan.

The options available to put a Long-Term Care plan in place have expanded greatly in recent years.

Did you know that we can utilize qualified assets from IRA’s and 401Ks to remove or reduce the financial risk of a Long-Term Care event? Are you prepared to have a client conversation that takes these new types of strategies into account?

Let’s work together to broaden your knowledge of the LTC space and increase your revenue in 2019.

Please join us for a high-level look at these strategies and discover how putting a LTC plan in place has never been easier. Whether you are currently offering LTC advice to your clients or you would like to learn how to begin that initial conversation, you do not want to miss this opportunity. Register Today!

Details

Date:
March 7
Time:
10:00 am - 10:30 am
Event Category:

Venue

CA United States

Organizer

CPS LTC Team
Phone:
(949) 863-0700
Email:
ltcsales@cpsinsurance.com
Website:
www.cpsinsurance.com