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About
Join us to learn how to use Qualified 401(k) or RMD Dollars to fund Long Term Care with OneAmerica’s Annuity Funded Asset Care Policy.
Agenda
  • Learn how to help clients find the funding source for a Long Term Care solution using their 401(k) or other qualified dollars.
  • Learn how to use a client’s RMD dollars as a funding source for their Long Term Care solution.
  • We will walk through an actual case study and illustration using qualified dollars.
Presenters
P
Precision Brokerage Group
Principal
1587074715-c3dfad3d619362d8
Ruth Fay
Regional Marketing Director
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