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.