10.18.2023 - LTCi
End-of-Year LTCi Strategies for Clients
Presented by Lori Gubash, CLTC, FICF, Krause & Associates
![Lori Gubash](/sites/default/files/styles/small/public/2023-10/Lori%20Gubash_5.png?itok=h7Zs5EUf)
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.
"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."