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
It’s a tricky matter. Clients spend years collecting objects that please their eyes and comfort their souls. Valuable porcelain, rare coins, Victorian...
Americans are living longer and enjoying better health than in any period in our history. This trend is well understood by the insurance industry, whi...
We often speak about the relationship between financial advisors and their clients. In our featured article, we hear an expert speaking about the best...
If a client has a cash value life insurance policy, they probably feel pretty secure. Even if they run into financial trouble, they can always borrow ...
Check Out Our Newest Published Articles:

(Recording)