This unit of coaching covers uses of annuities and long-term care needs. It demonstrates how annuities can be used in conjunction with LTC insurance. It also explains how annuities can be used for Medicaid qualification. It covers LTC insurance basics and shows how it can be used in the corporate market. Also download the printable handout for the Long Term Care presentation. It's a great addition to have in front of you or your client while viewing the virtual coach.

Depending on the amount of income, a retiree may have to pay income taxes on up to 85% of their Social Security benefits. The factors that cause that problem and solutions using annuities are discussed.  Also download the printable handout for the Social Security presentation.  This is valuable to have in front of you while you watch the presentation or to give to your clients.