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LTC Products

    Repositioning Asset-Based Long-Term Care Products [Case Study]
    Product R + D

    Repositioning Asset-Based Long-Term Care Products [Case Study]

    written by Alecia Barnette

    Updated July 27, 2022, at 4:04 PM

    In the spotlight for this case study is asset-based long-term care (LTC).

    Given the current environment, we’re experiencing ups and downs in the market. This volatility can make clients hesitant about moving money and getting “stuck” in a product that might not fit their needs down the road.

    Continue Reading
    Repositioning Asset-Based Long-Term Care Products [Case Study] was last modified: July 27th, 2022 by Alecia Barnette
    July 20, 2022
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  • Product R + D

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

    by Alecia Barnette June 23, 2022

    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…

    1 LinkedIn Facebook Twitter
  • 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…

    9 LinkedIn Facebook Twitter

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