Planning Tips and Carrier News for Advisors 

NGL Essential LTC 1035 Exchange Flyer and Executive Carve Out Flyer

Posted by LTCI Partners | Dec 11, 2019 3:10:22 PM
 
 
Agent Resource Center
 
 
Executive Carve Out Flyer
Some prospects may be business owners looking for a year-end tax deduction – executive carve out LTCi could be a great fit!
 
1035 Exchange Flyer
Many clients may have non-qualified, tax-deferred annuities or cash value life insurance that can be exchanged, tax free, into qualified LTCi – use this tool for valuable information on 1035 Exchanges.
 
For agent and broker use only. Not for distribution to the public
 
Promotion Details:
  1. Each qualified application submitted between 12/1/19 and 1/31/20 will earn the writing producer a $100 gift card.
  2. Producers who write their first ever EssentialLTC application will earn $200 for that application. Each subsequent qualified application submitted will earn $100.
  3. Applications must be received at the LTC Administrative Office by mail, E-APP, or eUpload within the 12/1/19 – 1/31/20 time period.
 
Gift cards will be mailed weekly.
 
Joint applications count as one application. Credit will only be given to the writing producer. Credit will only be given for applicants who do not already have an EssentialLTC policy.  Clearly uninsurable applications will not be counted.
 
 
 
 
 
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For agent and broker use only. Not for distribution to the public .
 

Topics: Carrier and Product News, National Guardian Life

Written by LTCI Partners

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