SecureCare: Sales Strategy Using HSA Dollars

Using pre-tax dollars to pay for long-term care

What if prospects knew they could fund a SecureCare Universal Life insurance policy using tax-free dollars from their Healthcare Savings Account (HSA)? It could be a game-changing opportunity for some – and this sales idea outlines how the strategy works, identifies potential prospects, and shows how these savings can add up over time.

This is a powerful strategy that can help bring SecureCare within reach for more clients.

Sales tool for you

Using HSA dollars to pay for LTC


Sales tool for consumers

LTC tax deduction worksheet: individual


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