- This event has passed.
The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans
April 17, 2025 @ 1:00 pm – 2:00 pm CDT
Due to numerous developments in health and wealth over the past few decades, wealth transfer plans are not complete without a plan for long-term care expenses. This session highlights the benefits of life insurance based LTCi solutions and how such products can operate effectively in irrevocable trusts. We will address:
- The need to fortify wealth transfer plans of the mass affluent against long-term care expenses;
- Why “self-funding” (i.e., paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and
- Retaining indirect access to trust owned LTCi benefits.
Presenter: Allison Anne Hoyt, JD, CLU, TEP has been in the financial services industry for over 13 years. She has held multiple industry leadership positions within the Society of Financial Service Professionals and is currently on the Risk Management Industry Advisory Council of the American College; she has been published in Trusts & Estates, InsuranceNewsNet, the Journal of Financial Service Professionals and Leimberg Information Services Inc.
IMPORTANT: At registration, when prompted for Organization, do not enter your company name. Enter NewmanLTC. This will help ensure that you receive any follow-up resources mentioned on the call.
