In this session, we’ll break down practical, tax advantaged ways to fund long-term care and how to position them clearly in conversations with clients and advisors. We’ll cover how asset-based
LTC policies leverage IRC 7702B, how life insurance with LTC riders can generate tax-free benefit streams, and where annuity-based solutions may offer favorable treatment under Pension Protection Act guidelines. We’ll also touch on planning opportunities that allow clients to reposition qualified dollars more efficiently. The focus is on helping you simplify the tax story, understand
when each strategy fits, and use tax efficiency as a meaningful part of the LTC planning conversation.
In this session, we’ll break down practical, tax advantaged ways to fund long-term care and how to position them clearly in conversations with clients and advisors. We’ll cover how asset-based
LTC policies leverage IRC 7702B, how life insurance with LTC riders can generate tax-free benefit streams, and where annuity-based solutions may offer favorable treatment under Pension Protection Act guidelines. We’ll also touch on planning opportunities that allow clients to reposition qualified dollars more efficiently. The focus is on helping you simplify the tax story, understand
when each strategy fits, and use tax efficiency as a meaningful part of the LTC planning conversation.
Click link to register:
https://zoom.us/webinar/register/WN_nn-_AyLTR36YFbfAwOZn-w
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