Long Term Care / Annuity Combo

CD or Savings

  • Safety:  Value is free from market risks.
  • Liquidity:  Access to funds is easy and quick with no or low withdrawal penalties.
  • Tax Advantaged Growth:  Funds are NOT taxed annually because the interest grows
    on a tax deferred basis.  This allows you funds to grow faster than if they were taxed each year.
  • Death Benefit:  By-passes probate by paying directly to your named beneficiaries.
  • Long Term Care Benefits:  For adult daycare, nursing home care and home health care.
    Your benefits increase with your annuity value.

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