End-of-Year LTCi Strategies for Clients
Guest Expert: Lori Gubash, CLTC, FICF, Krause & Associates
Date:
Webinar Replay Description
In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, discussed the key LTCI strategies every advisor should know.
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."
10.18.2023 - LTCi
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."