Topics:
- Why is the market gravitating towards Linked Benefit products versus traditional LTCi?
- What is the difference between the traditional LTCi products and a Cash Indemnity model? What flexibility does a cash indemnity solution bring to your client?
- Why is the market selecting CareMatters II versus the myriad of other options available?
- What funding options are available for the CareMatters II product and how can cash, income and assets all have their place in LTC risk planning?
- How to fund a LTCi plan using IRA distributions
- How to use HSA eligible funds to pay for the product or structure the premiums on a tax-deductible basis.
- What are the key sales opportunities that an indemnity plan design can offer that a traditional LTC plan can’t?
- Discussion about how Resource Brokerage, quotes, designs and analyzes all known options LTCi options in the market, taking into account the preferred method of funding, goals, budget, and ultimate benefit preferences for your client.
Tuesday, February 7, 2023 10:00am to 11:00am
Posted by rblifeblog 
rblifeblog 