Long Term Care Insurance Discussion
Planning for long-term care is one of the most challenging topics between family members and their trusted advisors. In addition to trying to initiate a conversation, the topic of how to pay for such care is also critically important. Too often families, even those with completed estate planning documents, are unprepared to deal with a crisis in care.
This session will feature experts in LTC Planning and LTC Insurance discussing practical ideas for preparing families for the future. The panel will feature two presentations. The first presentation is from a leading distributor of LTC Insurance products about practical ways to help clients discuss the need to plan and the universe of choices. The second presentation is from an actuary, who is the President of an LTC Reinsurance company, about the likelihood of current products needing pricing adjustments, the actuarially most beneficial product features, and some key tax opportunities available to those who purchase LTCi using special features in the tax code.
1 CPE, 1 CFP, 1 CLE credit granted.