Mary Lyons, the Wealth Woman, founder of Benchmark Income Group, a General Agency appointed with the insurance companies of OneAmerica®, discusses economics-based financial planning and how it moves beyond an investment-only mindset and focuses on post-retirement spending targets.
OneAmerica Sponsored Content
If you have older clients sitting on nonqualified assets — especially clients who may have difficulty qualifying for traditional long-term care insurance — there’s a smart strategy to help them get the protection they need, without incurring tax penalties or risking legacy planning.
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With 52%1 of people turning 65 every day eventually needing some form of long-term care (LTC) in their lifetimes, en¬gaging clients in a conversation about unexpected, future health events should be easier. OneAmerica® can help you tackle these needs and help your clients prepare for potential LTC through asset-based long-term care solutions with features unavailable anywhere else.
