OneAmerica LTC - Preserving AUM

545 Newport Center Dr.,Newport Beach CA 92660

16 March, 2022

Description

Deep dive into OneAmerica's hybrid LTC solutions, learning how to implement LTC without sacrificing AUM Please join John Broyles, CFP® for a casual conversation over lunch, regarding OneAmerica’s unique offerings in the Asset Based Long Term Care market! We'll share the most effective strategy to implement LTC for your clients without sacrificing AUM. OneAmerica is the only carrier that can offer: 1. LIFETIME, unlimited LTC benefits (think Alzheimer’s / Dementia) 2. JOINT, second-to-die policies for spouses 3. TAX BENEFITS for sole proprietors and C-corp owners