End-of-Year LTCI Strategies for Clients

Are your clients on the fence about whether or not to purchase long-term care insurance? As the end of the year quickly approaches, now is a great time to discuss this crucial product.

This session explores the key LTCI strategies every advisor should know. Plus, we'll explore the importance of planning for long-term care, the options available for insuring against a long-term care need, and the benefits of long-term care insurance.

We will also cover:

• Planning strategies for positioning LTCI for end-of-year deductions
• How to fund LTCI and whether a 1035 Exchange is right for your client
• End-of-year updates and what advisors need to know going forward

Watch the session today!