Open Webinar: Insurance Hybrids: For Clients Who Want a Plan to Finance Long Term Care from Low Load

Working together, advisors and clients formulate financial plans to help protect the clients’ futures and legacies. Many times, clients are unsure about which direction to take, or uninformed about the options available to them.

This session will cover long term care topics that are relevant to clients -- even if they don't know it -- and important for advisors to share with them. Using statistics, actual client case studies, and the latest trends and products, you’ll learn about:

• Funding LTC
  • Self-fund (with assets set aside)
  • Stand-alone LTC insurance (LTCi)
  • Combination insurance solutions (Hybrid Life/LTCi & Hybrid Annuity/LTCi)
• Taxation
  • Of LTC benefits
  • During asset accumulation
  • Of benefits passed at death
• Alternatives when other insurance is already in-force

CFP Board CE accepted

NASBA CE accepted