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
Finding the Silver Lining: How to Turn a
Tax Liability into Tax-Free LTC Benefits

With the recent increase to estate tax exemption limits, the number one “risk” facing many clients will now be the possibility, or even likelihood, of an extended need for care as they age. The good news is that capital previously allocated to an estate tax mitigation strategy is now available for other planning needs, making this the perfect time for clients to act. Even better? A smart design can still increase the net amount to heirs if the client does not need care during their lifetime, helping that estate planning focused client achieve their planning objective for their families while protecting themselves. Join Jaime Mueller and Jeff Reed as they kick off the year with a look at the most powerful Asset-Based LTC planning strategies in today’s market.

Topics include:
  • Finding the “right dollars” to fund an LTC risk management strategy
  • Key demographics: Why this approach has the staying power to warrant making it part of your planning process long-term
  • Tax Efficiency: How clients are addressing the challenge of unwanted and unneeded RMD’s
  • A three-pronged approach to designing the solution that allows for a customized approach for every client
  • A close look at an “unpackaged” approach that allows for maximum tax efficiency and LTC benefits
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, February 15
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)