REGISTER: Three Advanced LTCI Strategies Attorneys Need to Know
September 15, 2020 | 12:00PM CDT
ABOUT THIS WEBINAR:
Are you new to LTCI? Catch up on the basics by watching our recent webinar, Incorporating LTCI in Your Client’s Estate Plan.
Join our Long-Term Care Insurance Advisor, Tom Budenz, CLTC, as he goes in-depth on how attorneys can leverage advanced LTCI strategies for their senior clients. You may be familiar with the basics of this product, but now it’s time to take that knowledge to the next level. Tom will go into detail on three critical LTCI strategies with case studies, including:
- How LTCI can move money outside of a client’s estate (and avoid a divestment penalty!)
- How to effectively protect clients while they wait out the five-year lookback period
- How to maximize the value of a state partnership policy
Start providing your clients better estate planning solutions today by utilizing LTCI the smart way. Reserve your spot now!
ABOUT THE PRESENTER:
Tom Budenz, CLTC
Tom advises attorneys on LTCI best practices and strategies for their senior clients. He comes from a background in investments and the LTCI industry and has his Certification in Long-Term Care (CLTC). Tom is a licensed insurance agent and licensed in securities, FINRA Series 6, 63, 65, 66 and 7. He also has experience in advising on crisis planning strategies.
VIEW THE ENTIRE LIBRARY!
Enjoy over 30 previous episodes of KrauseCAST on topics ranging from crisis Medicaid planning strategies to successful marketing techniques for elder law attorneys.