Three Advanced LTCI Strategies Attorneys Need to Know
POSTED ON - September 16, 2020
Presented By Tom Budenz, CLTC
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.