Fall Roadshow: Lunch and Learn with OneAmerica - Cedar Rapids

600 1st Stree SE,Cedar Rapids IA 52401

21 September, 2022

Description

Join us for a 90-minute Lunch & Learn at the Black Sheep Social Club in Cedar Rapids. I will share with you four case studies on how our Care Solutions Suite worked for the client. My guess is that you have client's in your book of business that look just like these: Business Owners - Using the business checkbook and tax deductionsBuy 95 and invest the difference. If your business model is assets under management, you will love this case.Using IRAs to fund the extended care plan.Put new life in those old non-qualified annuities. Moving from tax-deferred to tax-free. We look forward to seeing you there. Feel free to share this with a friend or colleague. Space is limited so please reserve your space now!