Long-term care funding solutions by Financial Strategies | home
Asset-Transfer Funding -- for long-term care funding solutions
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 your needs. For example:
Transfer your existing annuity to a specific annuity that links to long-term care insurance benefits; or, Transfer your existing annuity to a combination of an annuity, plus an income tax-free life insurance benefit
In both cases you would have:
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 any reduction in your current or future income
The possibility of an income-tax free life insurance benefit for your heirs
Do you currently have assets such as -- CDs, Money Market funds, Bond funds, Annuities, annual bonus, etc., that you do not require receiving income from? You may want to consider transferring a portion of these assets to one of our selected asset-transfer and linked-benefit plans that meets your needs and wants with long-term care insurance benefits. For example:
You could have:
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 any reduction in your current or future income
The possibility of an income-tax free life insurance benefit for your heirs
Request a free, no obligation personalize Asset-Transfer alternative plan review for your consideration
