Events

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 […]

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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 […]