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"long-term care"

    Leveraging Current Assets to Fund Long-Term Care [Case Study]
    Product R + D

    Leveraging Current Assets to Fund Long-Term Care [Case Study]

    written by Alecia Barnette

    Case Study Background

    As I’m sure you’re aware, clients often believe self-funding for long-term care (LTC) is the only option when it comes to LTC planning. And because of that, they’ve likely earmarked assets or personal savings towards achieving that goal.

    This is a great start to their care planning needs, but it likely won’t be enough based on the current rising costs for LTC.

    Talking about leverage and tax efficiencies using insurance is typically based around positioning an asset-based LTC plan. However, clients can’t physically see or fully comprehend the advantages. Why is that?

    Continue Reading
    June 23, 2022
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  • Product R + D

    What to Know About Hybrid Long-Term Care Annuity Opportunities

    by FIG Marketing November 18, 2021

    Skyrocketing healthcare costs. People living longer lives. And a population that owns annuities, but usually doesn’t turn them into an income stream. There’s a huge opportunity in our industry right now. And…

    4 LinkedIn Facebook Twitter
  • Business Development

    12 Long-Term Care Statistics That Can Spur Client Action [Infographic]

    by FIG Marketing November 4, 2021

    Updated April 8, 2022, at 12:40 PM It never hurts to have an arsenal of quick-hitting statistics to use in conversations with clients and prospects about the role long-term care plays in…

    4 LinkedIn Facebook Twitter
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