Asset-Based LTC vs Life Insurance with LTC Rider Debate
June 18 @ 11:00 am - 12:00 pm
This session takes a practical look at one of the most common discussions in today’s market: asset-based LTC solutions versus life insurance policies with LTC riders. We’ll walk through the core structural differences, funding approaches, and overall benefit design, along with how each strategy aligns with different client objectives. More importantly, we’ll focus on positioning — when one solution may make more sense based on liquidity, legacy priorities, and overall planning goals. By the end, you’ll be able to clearly explain the tradeoffs and appropriate use cases without turning the conversation into a product comparison.
This session takes a practical look at one of the most common discussions in today’s market: asset-based LTC solutions versus life insurance policies with LTC riders. We’ll walk through the core structural differences, funding approaches, and overall benefit design, along with how each strategy aligns with different client objectives. More importantly, we’ll focus on positioning — when one solution may make more sense based on liquidity, legacy priorities, and overall planning goals. By the end, you’ll be able to clearly explain the tradeoffs and appropriate use cases without turning the conversation into a product comparison.
Click link to register:
https://zoom.us/webinar/register/WN_nn-_AyLTR36YFbfAwOZn-w
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