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Care Planning

    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
    Leveraging Current Assets to Fund Long-Term Care [Case Study] was last modified: June 23rd, 2022 by Alecia Barnette
    June 23, 2022
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  • Product R + D

    Turn Stagnant Assets into Tax-Advantaged Care Planning Solutions

    by Alecia Barnette July 12, 2021

    Updated on April 8, 2022, at 3:21 PM At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In…

    5 LinkedIn Facebook Twitter
  • Business DevelopmentProduct R + D

    Why Care Planning is Vital to a Financial Professional’s Business

    by Alecia Barnette November 30, 2020

    Updated November 30, 2020, at 9:10 AM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt…

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