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19 Apr 2019

Trusts & Estates April 2019: What the Advisor Should Know About Combo Life Policies

Hybrid long-term care (LTC) policies have become popular over the years, to the point that a law was passed in 2006 (The Pension Protection Act) that offered tax benefits for plans with LTC features. Since many carriers no-longer offer standalone policies, advisors need to a good grasp of the ins-and-outs of this type of product. This article provides an overview.

Trusts & Estates April 2019

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