10.18.2023 - LTCi
End-of-Year LTCi Strategies for Clients
Presented by Lori Gubash, CLTC, FICF, Krause & Associates
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.
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"I learned that there is a lot more to long-term care planning than just weighing different insurance options."
"I didn't know that asset-based long-term care insurance was an option beyond a traditional LTCI reimbursement plan."
"It's good to know that there are tax breaks for certain long-term care insurance policies. I'm definitely going to bring that to my client."
"New Ideas" Learned According to Webinar Attendees:
"I learned that there is a lot more to long-term care planning than just weighing different insurance options."
"I didn't know that asset-based long-term care insurance was an option beyond a traditional LTCI reimbursement plan."
"It's good to know that there are tax breaks for certain long-term care insurance policies. I'm definitely going to bring that to my client."