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
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