06.02.2022 - LTCi
The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M.
With Long-Term Care Insurance continuing to be a hot topic for financial planning professionals, it’s crucial you remain up to speed on current policy options and how they affect your clients. Join asset preservation specialists Dale Krause, J.D., LL.M. and Lori Gubash, CLTC, FICF of The Krause Agency as they discuss the types of LTCI policies available, which are appropriate for certain clients, and how it affects your client’s plan for retirement.
Attendees Comments:
Here are comments from listeners:
I found the webinar very informative, and something the is prompting me to strongly consider implementing into my practice for financial planning.
- James
How to better present the case for LTCi, and that mainly only Traditional LTCi would include tax benefits for small business owners.
- Ed
I have watched LTC Policies and coverage change dramatically over the years. Early policy holders often got rate increases that said: "pay it or cancel the policy and benefits" But there has been much improvement. Good info, that Veterans Benefit for Asst. Living really helped my parents several years ago.
- Kevin
Tom did an EXCELLENT job of fielding questions & tracking down answers in real time, thanks to which I learned of a new source for LTC statistics (via the posted brief, which I would probably not have run across on my own). Really superb hosting! Thank you!
- Maria
Single pay premium for LTCI with life insurance. Heard about it before but Lori is so articulate that she makes everything so easy to comprehend. She's really great!! Also, learned about how traditional LTCI can be a tax benefit for certain businesses.
- Cynthia
That I should include LTC specifically in my overall Financial Plan and specify where benefits will come from and ID where other sources of funds will come from and in what sequence
- John
I found the webinar very informative, and something the is prompting me to strongly consider implementing into my practice for financial planning.
- James
How to better present the case for LTCi, and that mainly only Traditional LTCi would include tax benefits for small business owners.
- Ed
I have watched LTC Policies and coverage change dramatically over the years. Early policy holders often got rate increases that said: "pay it or cancel the policy and benefits" But there has been much improvement. Good info, that Veterans Benefit for Asst. Living really helped my parents several years ago.
- Kevin
Tom did an EXCELLENT job of fielding questions & tracking down answers in real time, thanks to which I learned of a new source for LTC statistics (via the posted brief, which I would probably not have run across on my own). Really superb hosting! Thank you!
- Maria
Single pay premium for LTCI with life insurance. Heard about it before but Lori is so articulate that she makes everything so easy to comprehend. She's really great!! Also, learned about how traditional LTCI can be a tax benefit for certain businesses.
- Cynthia
That I should include LTC specifically in my overall Financial Plan and specify where benefits will come from and ID where other sources of funds will come from and in what sequence
- John
I found the webinar very informative, and something the is prompting me to strongly consider implementing into my practice for financial planning.
- James
How to better present the case for LTCi, and that mainly only Traditional LTCi would include tax benefits for small business owners.
- Ed
I have watched LTC Policies and coverage change dramatically over the years. Early policy holders often got rate increases that said: "pay it or cancel the policy and benefits" But there has been much improvement. Good info, that Veterans Benefit for Asst. Living really helped my parents several years ago.
- Kevin
Tom did an EXCELLENT job of fielding questions & tracking down answers in real time, thanks to which I learned of a new source for LTC statistics (via the posted brief, which I would probably not have run across on my own). Really superb hosting! Thank you!
- Maria
Single pay premium for LTCI with life insurance. Heard about it before but Lori is so articulate that she makes everything so easy to comprehend. She's really great!! Also, learned about how traditional LTCI can be a tax benefit for certain businesses.
- Cynthia
That I should include LTC specifically in my overall Financial Plan and specify where benefits will come from and ID where other sources of funds will come from and in what sequence
- John