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Long-Term Care Planning Reimagined | 5/8

Long-Term Care Planning Reimagined | 5/8

David Hall, Senior Internal Wholesaler at EquiTrust, introduces two innovative solutions: WealthMax Bonus Life and Bridge. WealthMax Bonus Life helps clients leave a tax-free legacy, access living benefits for certain medical expenses, and benefit from accumulation potential without downside risk—plus a 12% premium bonus for added value. Bridge is designed to help clients age successfully and live independently, while also protecting and growing their assets with built-in benefits to help pay for long-term care expenses. Both products feature simplified underwriting, but Bridge takes it a step further—no one is declined, and approval simply requires a brief video call with a licensed professional. David emphasized how these solutions deliver strong client value, easy implementation, and meaningful protection, making them essential tools for advisors focused on tax-advantaged retirement and care planning.

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Click HERE to schedule a meeting with one of our sales managers

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