Use your qualified or non-qualified retirement dollars to secure lifetime care—and transfer more to your heirs, tax-free.
Think & Grow, LLC is an independent advisory firm.
Through our GapX™ CareGuard strategy, we integrate Asset Care® from OneAmerica® into a personalized plan for lasting protection.
REAL CASE:
A 63-year-old client and her 70-year-old husband came to us with $460,000 in an IRA, no long-term care (LTC) plan, and two adult children.
The client wanted to receive $5,000/month in LTC benefits (Source: https://www.carescout.com/cost-of-care
We repositioned $160,000 from the IRA into Asset Care®
https://www.oneamerica.com/caresolutionscalculator/index (Note: Select “Yes, I am a financial professional”
After implementing this solution (see the image below), the clients gained tax-free LTC coverage for life, and their children will inherit any unused benefits tax-free.
They are now at peace, knowing they are covered—and their legacy is protected.
We repositioned $300,000 from a client’s IRA into GapX™ GrowthGuard, a strategy that guards the client’s future while growing their wealth.
If GapX™ CareGuard strategy fits your needs, then download the form below, fill it out, and email it to Elizabeth@ThinkGrowllc.com or schedule your call today by reaching out to us at 866-471-9393