UNLOCK SALES OPPORTUNITIES FOR TAX-FREE LTC
Annuities are a fantastic retirement income solution…right up until they are no longer needed.
Did you know that 73% of annuities owners will not use their annuities for income, but plan to use those funds to pay for future nursing home care?
This is 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 whose bulk of their retirement dollars sitting in tax-deferred assets. If you could leverage the liability of tax-deferred assets into a larger, tax-free pool of money for Long Term Care, would you take a look?
And, if you could use these assets to provide Long Term Care benefits for two people, would that get you even more intrigued?
Contact your DMI Sales Consultant to get started or if you have questions.
Or contact Josh Rhem, Vice President – Life
LET’S CHAT: 781.919.2325
LET’S MEET: https://calendly.com/jrhem
Email: jrhem@dmi.com
View DMI's Upcoming Webinars: https://dmiuniversity.com/webinars/
See the DMI Video Library: https://dmiuniversity.com/on-demand/
JOIN OUR COMMUNITY ONLINE
Next Sale Podcast: https://dmi.com/next-sale-podcast/
The DMI Blog: https://dmi.com/blog/
Follow DMI on:
LinkedIn – www.linkedin.com/company/dmi-marketing/
Facebook – www.facebook.com/DMImarketing
Twitter – https://twitter.com/dmi_marketing
YouTube – www.youtube.com/@dmi1989
FOR FINANCIAL PROFESSIONAL USE ONLY.
https://dmi.com/disclosure/
Did you know that 73% of annuities owners will not use their annuities for income, but plan to use those funds to pay for future nursing home care?
This is 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 whose bulk of their retirement dollars sitting in tax-deferred assets. If you could leverage the liability of tax-deferred assets into a larger, tax-free pool of money for Long Term Care, would you take a look?
And, if you could use these assets to provide Long Term Care benefits for two people, would that get you even more intrigued?
Contact your DMI Sales Consultant to get started or if you have questions.
Or contact Josh Rhem, Vice President – Life
LET’S CHAT: 781.919.2325
LET’S MEET: https://calendly.com/jrhem
Email: jrhem@dmi.com
View DMI's Upcoming Webinars: https://dmiuniversity.com/webinars/
See the DMI Video Library: https://dmiuniversity.com/on-demand/
JOIN OUR COMMUNITY ONLINE
Next Sale Podcast: https://dmi.com/next-sale-podcast/
The DMI Blog: https://dmi.com/blog/
Follow DMI on:
LinkedIn – www.linkedin.com/company/dmi-marketing/
Facebook – www.facebook.com/DMImarketing
Twitter – https://twitter.com/dmi_marketing
YouTube – www.youtube.com/@dmi1989
FOR FINANCIAL PROFESSIONAL USE ONLY.
https://dmi.com/disclosure/