The Latest Developments in the LTC Market
Long-Term Care Planning has become its own discipline, and the product solutions in that market require a unique expertise. This one-on-one session will provide you with an overview of the current market, focusing on everything from fundamentals to more advanced topics including: the flood of recent changes in the Asset-Based Long-Term Care market to planning strategies that leverage annuity and even qualified plan assets as a source of funding for care planning.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.