Case Success: Tax-Efficient LTC Solution Solves Multiple Client Concerns with an Easy to Implement Strategy

In some instances, while a client may have the funds required to implement a Long-Term Care risk management strategy, the “costs” associated with doing so – typically taxes as assets are re-positioned – can be so prohibitive that it undermines the case. Of course, if you are familiar with OneAmerica’s product line, you know there is an elegant solution that can mitigate the tax burden by using a “bundled” approach that is effectively set on auto-pilot, making it simple for the client to manage.

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