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Advanced Personal Financial Planning Conference 2016

206 - Long-Term Care (LTC)

Jan 20, 2016 7:00am ‐ Jan 20, 2016 7:50am


During this session, we will discuss:
• Retirement planning and health care
• LTC planning solutions (standalone, linked-benefits, life with ADB & CI riders and annuities with riders)
• Planning strategies (mass middle, mass affluent and high-net-worth clients)
• Tax treatment of LTC insurance
• Case studies
• LTC marketplace update
• Retirement planning and health care discussion
• Strategies for meaningful client conversations


  • Steve Cain, CLTC, Director, Sales and Business Development Leader, LTCI Partners

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