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DTSTAMP:20260423T012945
CREATED:20250403T211513Z
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UID:10000239-1744894800-1744898400@newmanltc.com
SUMMARY:The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans
DESCRIPTION: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: \n\n\n\n\nThe need to fortify wealth transfer plans of the mass affluent against long-term care expenses;\n\n\n\nWhy “self-funding” (i.e.\, paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and\n\n\n\nRetaining indirect access to trust owned LTCi benefits.\n\n\n\n\nPresenter: 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. \n\n\n\nIMPORTANT: 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.
URL:https://newmanltc.com/event/the-new-wealth-transfer-making-room-for-long-term-care-insurance-ltci-planning-in-wealth-transfer-plans/
CATEGORIES:Linked,Marketing Ideas,Nationwide,Sales Tips
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DTSTART;TZID=America/Chicago:20250430T140000
DTEND;TZID=America/Chicago:20250430T150000
DTSTAMP:20260423T012945
CREATED:20250403T142822Z
LAST-MODIFIED:20250403T142823Z
UID:10000238-1746021600-1746025200@newmanltc.com
SUMMARY:LTCi Tax Incentives for Businesses
DESCRIPTION:Long-term care insurance can be one of the most tax-advantaged ways to fund future care needs\, but most clients and few advisors fully understand how businesses and businessowners can benefit from LTCi planning. Fewer still understand how tax deductibility differs for linked-benefit solutions.  \n\n\n\nJoin Joseph Taylor from Nationwide\, as he gives us a quick look at the LTCi Tax Incentives for Businesses.  \n\n\n\n\nStructuring LTCi solutions for tax deductibility \n\n\n\nHierarchy of tax advantages \n\n\n\nValue of the “above the line” deduction \n\n\n\nCorporate and small business tax advantages for owners \n\n\n\nDesigning a linked-benefit policy for maximum tax advantages \n\n\n\nBusiness owned policies on an employee
URL:https://newmanltc.com/event/ltci-tax-incentives-for-businesses/
CATEGORIES:Linked,Nationwide,Sales Tips,Webinar
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