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Wealth & Investments/Investment Resources

September 2017


Wealth of Insight

Long-Term Care Plans and Tax Saving Strategies

by Jack Gates, Vice President and Advanced Insurance Specialist
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. ©2017 All rights reserved. 
Securities offered through LPL Financial, member FINRASIPC

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit 


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