11 Oct 2022

MyCPE.com Webinar Replay – What The CPA Needs to Know About LTCI

I was recently invited by My-CPE.Com to take part in a webinar on ‘Options to pay for long-term care insurance.’ I discussed what a CPA and their clients need to know about Traditional & Combo/Linked insurance plans that combine life insurance, long-term care coverage along with various tax benefits, available to individuals, corporations, & partnerships. Also discussed were keys to decide which one made the most sense for each situation.

Click HERE for a replay of the webinar.

Keep in mind that those who plan- ahead will avoid having to deal with financial and legal issues, along with the medical and emotional issues involved, thus avoiding a significant Family Crisis. 

Please let me know if I can answer any questions or provide you with various features, benefits and costs for you or a client. Either way I’m happy to share my 35+ years’ experience as an independent CFP. CLTC and act as a resource.

Click HERE for a copy of the handouts that were provided to attendees.

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