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10.27.2022 - LTCi

Attendees Rating:

Excellent (85%)
Average (13%)
Below Average (2%)

Missy Davis

Mon, 11/14/2022 - 12:22

Comments
A few comments from listeners:
I learned a lot about interesting tax benefits that might work for some clients.
- Ronni B.

She did a very good job. Gave more than just the rules. Showed the pracital uses.
- Roger L.

So much information!
- Emily F.

Very good topic, one of the only ones I requested the speaker contact me so I can utilize them with clients if possible.
- Jessica G.

Good presentation. Thank you!
- Kevin L.
Breaking Down Today’s Most Popular LTCI Products
Presented by Lori Gubash, CLTC, FICF, The Krause Agency
Lori Gubash

Long-Term Care Insurance (LTCI) is becoming an increasingly popular product among consumers looking to protect their financial futures from the likelihood of a long-term care event. As an advisor, you should be prepared. Join The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, as she discusses today’s popular products, the difference between traditional and asset-based policies, and considerations to keep in mind when discussing LTCI with your clients.

Attendees Comments:

A few comments from listeners:
I learned a lot about interesting tax benefits that might work for some clients.
- Ronni B.

She did a very good job. Gave more than just the rules. Showed the pracital uses.
- Roger L.

So much information!
- Emily F.

Very good topic, one of the only ones I requested the speaker contact me so I can utilize them with clients if possible.
- Jessica G.

Good presentation. Thank you!
- Kevin L.