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Care Planning

    Product R + D

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

    by Alecia Barnette June 23, 2022
    written by Alecia Barnette

    Updated July 27, 2022, at 3:49 PM

    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

    Turn Stagnant Assets into Tax-Advantaged Care Planning Solutions

    by Alecia Barnette July 12, 2021
    by Alecia Barnette July 12, 2021

    Updated on September 21, 2023, at 12:21 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 …

    19 FacebookTwitterPinterestEmail
  • Business DevelopmentProduct R + D

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

    by Alecia Barnette November 30, 2020
    by Alecia Barnette November 30, 2020

    Updated April 10, 2024 at 3:45 PM 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 …

    9 FacebookTwitterPinterestEmail
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