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Alternatives to Traditional Long-Term Care Insurance

5/14/2019

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70% of people over age 65 will need some type of Long-Term Care
We will cover:


Ways to pay for long-term care tax-free under the Private Protection Act
How your Required Minimum Distributions may be leveraged to pay for long-term care coverage
If you currently own an annuity, you may be eligible to withdraw tax -free dollars to pay for long-term care expenses
Hybrid insurance products available as an alternative to traditional long-term care insurance
How to take advantage of passing on the premiums and coverage not used for long-term care protection to your heirs

Tuesday, May 14, 2019
Two sessions:
  • 10:00 - 11:00 am
  • ​ 6:30 - 7:30 pm
Rockford Community Center
7600 County Road 50
Rockford, MN 55373
763.477.5294

 





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    Sharyl Schultz

    We invite you to attend our educational workshops provided in the metro and outlying areas

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​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343


Email:
info@acetaxandfinancial.com​

Office Address:
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7800 Equitable Drive, Suite 220
Eden Prairie, MN 55344
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Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, MN license # 9110. 
 Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC-registered investment advisor. Ace Tax & Financial and Redhawk are not affliated.