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Asset-Transfer

                                                       

Asset-Transfer Funding Solutions

As an individual or couple you may have an interest in considering a different solution for most of your needs. Financial Strategies, Inc. also provides Asset-Transfer/linked-benefit funding solutions as an alternative choice to the traditional long-term care insurance plans.

Do you currently own an annuity? You might want to consider our asset-transfer solution approach from one of our selected plans to solve most of your needs for long-term care. For example:

Transfer your existing annuity to a specific annuity that links to long-term care benefits; or,

Transfer your existing annuity to a combination of an annuity that links to long-term care insurance benefits plus an income tax-free life insurance benefit

In both cases you would have:

Safety of principal

Access to your annuity account values at all times

Tax-deferred compound growth of your account value with a good interest-rate

An additional long-term care insurance benefit in the event you or your spouse require stay-at-home care, adult day-care, assisted-living care or nursing facility care

Asset-transfer versus reducing your current or future income -- either reduced or "no checkbook expense" -- for long-term care insurance benefits

The possibility of an income-tax free life insurance benefit for your heirs

Do you currently have assets such as -- CDs, Money Market accounts, IRA accounts, Bond funds, Annuities, annual bonus, etc., that you do not require receiving income from? You may want to consider transferring all or a portion of these assets to one of our selected asset-transfer and linked-benefit plans that meets your needs and wants for long-term care. For example:

You would have:

Safety of principal

Access to your account values at all times

Tax-deferred compound growth of your account value with a good interest-rate

An additional long-term care insurance benefit in the event you or your spouse require stay-at-home care, adult day-care, assisted-living care or nursing facility care

Asset-transfer versus reducing your current or future income -- either reduced or "no checkbook expense" -- for long-term care insurance benefits

The possibility of an income-tax free life insurance benefit for your heirs

Request a free, no obligation personalize Asset-Transfer alternative plan for funding long term care for your consideration