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 […]