When

Tuesday, May 16, 2017 from 10:30 AM to 11:30 AM CDT
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Where

Target Insurance Services, Inc.
11020 Oakmont Street
Overland Park, KS 66210

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Contact

Alison Campbell
Target Insurance Services, Inc.
913-403-5810
alisonc@targetins.com

Section 1035 Exchange

CE 1 Hr KS/MO

Question: What is a 1035 Exchange?
Answer: 1035 Exchanges move money without taxation.

Prospects who are most likely to be interested in 1035 & combo products....

1. Own 'lazy assets'; particularly large gains in non-qualified Annuities or Life Insurance
2. Not Insured for Long-Term Care Insurance
3. Don't want to have to take RMD's (Required Minimum Distribution
4. Don't like 'use it or lose it' nature of Long-Term Care Insurance

...the above can apply, even in NOT in good health.

Claude Thau
Director of LTCi Funding Solutions
913-403-5824
claudet@targetins.com