AICPA ENGAGE 2018

PFP1805 - Update on LTC Insurance

Jun 11, 2018 9:30am ‐ Jun 11, 2018 10:45am

Standard: $49.00

Description

Many of your clients are not prepared for the other “ orthopedic shoe” to drop and have completed little or no planning to address paying for long term care services. With increasing longevity, this has become the one of the greatest risks to financial security during retirement and wealth preservation. Helping clients address this risk is critical and has become easier with the expansion of options available in the insurance marketplace today. Funding solutions and strategies to pay for long term care services have changed materially since the product was first introduced over 20 years ago and with the passage of the Pension Protection Act.

Learning Objectives:
• Understand the current product landscape to include an overview of standalone long term care insurance products and hybrid products
• Understand efficient solutions for paying premiums for individuals, entities and business owners.

Speaker(s):

  • Kim Natovitz, CLU, CLTC, Associate, TriBridge Partners, LLC
Tags: PFP

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