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ADVANCED PLANNING

W.H. STEINER

Our 702s Plan offer strategies to financial service professionals to:

Shield Client Assets: Protect clients' savings from being depleted by long-term care expenses.

Minimize Tax Impact: Help clients minimize tax burdens associated with wealth transfer.

Recent round table with Jon Marquardt from Jcm Financial Services and W.H. STEINER 

Example Plan for Long Term Care 
(Linked Benefits)

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It is important to note that if the linked benefits are not used the entire amount would be used to pay down estate tax liabilities. Unlike long term care insurance policies, if you don’t use it, you lose all the premiums paid into the policy and the result is you receive nothing. 

Example Plan for Wealth Transfer 
(Tax Liablities)

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This e-book will change your mind set for life!

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