In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, discussed the key LTCI strategies every advisor should know. Attendees learned planning strategies for positioning LTCI for end-of-year deductions, how to fund LTCI and whether a 1035 Exchange is right for your client, and end-of-year updates and what advisors need to know going forward.
10.18.2023 - LTCi
End-of-Year LTCi Strategies for Clients
Presented by Lori Gubash, CLTC, FICF, Krause & Associates