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Surprising Ways to Fund Long-Term Care to Protect Clients’ Assets (and Your AUM)
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If you still think long-term care (LTC) planning solutions are limited to traditional LTC insurance, you could be in trouble. That dated thinking could limit your business’ potential, increase your risk of violating your fiduciary duty or standard of care, and drive business to savvier professionals who know the truth. Join this webinar to learn how helping clients plan for LTC in retirement is easier today, thanks to high consumer demand, more-lenient underwriting in new products, and legislative changes that allow for more flexible and affordable ways to fund LTC.
Want to preserve your AUM, keep your clients’ survivors as clients, and grow your business? Attend to get up-to-speed on LTC planning developments, such as:
- How the ability to use qualified funds for LTC can open up more planning options and new clients
- How new hybrid policies that link LTC insurance to annuities and life insurance can save clients thousands of dollars in taxes and protect their assets
- How payment options have expanded beyond single premiums to improve affordability to middle-class Americans
- How medical advancements have allowed insurers to offer coverage, improving insurability and lowering declines
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