When Does 3% Beat 6%? Reframing “Safe Money” as an LTC Strategy Webinar
June 4 @ 1:00 pm – 2:00 pm CDT
Use a Challenger approach to disrupt the “we’ll just use the annuity if care happens” mindset and show why long-term care is a duration problem, not a rate-of-return problem.
Advisors will see how repositioning “safe money” can open the door to deeper LTC planning conversations.
• How to challenge the default “we’ll just spend down the annuity” assumption without attacking the client’s current strategy.
• Why LTC success is driven by months of funded care, not headline interest rates or projections.
• A simple conversation framework to compare MYGAs vs. CareMatters in terms of duration, taxes, and leverage.
