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Jaime Mueller: Planning Opportunities in the Asset-Based Long-Term Care and Chronic Illness Insurance Market
The need to plan for the rising cost of medical care as we age is receiving more attention in financial services and the media than ever. Despite this trend, many clients continue to rely on beliefs that are simply untrue about the role of their loved ones, social programs or the impact of self-funding on the rest of their financial plan.

The good news, if not the best news, is there are more solutions available to planners and their clients than ever. The challenge advisors now face, however, is becoming knowledgeable, if not expert, in this segment.

That’s where a true subject matter expert like Jaime Mueller can make all the difference, and her presentation, Planning Opportunities in the Asset-Based Long-Term Care and Chronic Illness Insurance Market will educate, inform, and put advisors on the path to serving their clients more effectively than ever.

Topics Include:
  • Asset-Based Solutions vs. LTC/CI Riders: How they are different and when to use them
  • Navigating the Asset-Based Product Landscape: Understanding the nuances that differentiate these products
  • Planning Strategies: Two case studies highlighting smart choices for funding these products in both the personal and business settings


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