2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361                    (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK

Event Library

Home / Event Library
HOME   /   ABOUT US  /   MARKETS   /   TOOLS    /    BLOG    /   EVENTS   /   RESOURCES    /   CONTACT
Asset-Based Long-Term Care Funding Strategies
Long-Term Care planning can be “tough sledding” with some clients. Even after you have agreement that they need to do something to plan, and even an idea of how to structure the benefits, there is one final decision: How to pay for it.

Fortunately, there are now more choices than ever regarding the “source of funds” for a Long-Term Care risk management strategy, and in this session, Jaime Mueller will walk through how to use:
  • Qualified Plan Dollars
  • Life Insurance Cash Values
  • Annuity Assets

Even more powerful? How to avoid or minimize the “tax hit” that these funds would historically take when used to fund a Long-Term Care strategy.

Bottom line? This is a conversation you do not want to miss!
Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations.  In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations. 
Thursday, November 16
11:00 AM - 12:00 PM PST
2:00 PM - 3:00 PM EST
Helping workers save for retirement on the job should help improve their ability to plan, save, and invest for retirement on their own. In late May of...
Last week the Securities and Exchange Commission voted 3-to-1 to approve a package of rules containing a best interest standard for broker/dealers. SE...
Over the years, small business owners – with their entrepreneurial energy – have emerged as ideal clients for independent advisory practices. Serving ...
Life insurance is designed to provide a measure of financial security to loved ones after you’re gone; the money can help pay off debt, fund a spouse’...
Check Out Our Newest Published Articles:

(Recording)