Source: EquiTrust Life, Bridge: Long-Term Care Planning Reimagined

Do you have clients relying on taxable funds to cover potential long-term care (LTC) costs? There’s a better solution.

A 1035 exchange allows them to transfer a non-qualified annuity into Bridge* by EquiTrust—converting taxable gains into tax-free LTC benefits. If they have a qualifying LTC event, they can access their annuity’s cost basis and gain tax-free to pay for associated costs.

Explore Bridge to help your clients:

  • Maintain independence as they age
  • Safeguard and grow their assets while securing tax-free LTC benefits

Discover how it works below:

Have questions? Ready to help your clients take advantage? We’re here to help—reach out today:

Darwin “DC” Couch, Financial Solutions Sales Manager

Phone: (402) 697-5629

Email: dcouch@ociservices.com

*Subject to IRS daily maximum.

**If under the age of 59 1/2 at the time of withdrawal, an additional 10% IRS penalty may be imposed.