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May 23, 2022 • LTCI Partners

NGL: Uncover Opportunities with 1035 Exchanges

Yes, you can do a 1035 Exchange into traditional LTCi...  Download NGL's new 1035 flyer below... and don't hesitate to contact the Sales Team at 877-949-4582 for assistance! 

Reasons to use a 1035 Exchange

 

1035 Exchange Flyer
Is your client looking to fund a long term care insurance (LTCi) policy but not sure how to do it? They may already have the funds and not know it!

Using a 1035 Exchange allows your clients to exchange surrender value (principal and tax-deferred gains) of a life insurance or annuity contract for a LTCi policy.

A new LTCi policy could be a better fit for your client's current and future needs more than an existing life or annuity contract they may have.

Download our 1035 Exchange Flyer to learn more.

Thank you.
For agent use only. Product underwritten by National Guardian Life Insurance Company (NGL), Madison, Wis. National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America a.k.a. The Guardian or Guardian Life.​​​​​​
 

Written by LTCI Partners

One of the greatest risks to a confident retirement is healthcare. At LTCI Partners, we provide insurance solutions to help advisors and their clients manage this risk.

Contact us

Phone: 800-245-8108

Email: sales@ltcipartners.com

Mailing Address

LTCI Partners, LLC
14546 Brook Hollow Blvd #281
San Antonio TX 78232

Office Address

500 W. Madison Street, 32nd Floor Chicago, Illinois

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This site is designed for use of licensed financial professionals and not consumers. While we make every effort to maintain the accuracy of information provided on this site, LTCI Partners, LLC does not guarantee the accuracy of information provided on this site. All information should be verified by the licensed agent. LTCI Partners, LLC is a subsidiary of National Financial Partners Corp.

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