Where
Target Insurance Services, Inc.11020 Oakmont Street
Overland Park, KS 66210 Driving Directions
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 month 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 or LTCi Funding Solutions
913-403-5824
claudet@targetins.com