Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax-Efficient Funding Strategies

In this on-demand webinar replay, industry experts explore how long-term care planning is evolving—and how advisors can use these shifts to create more meaningful, strategic conversations with clients. 

Topics Covered: 

1. AI for LTC Planning– Machine learning tools like Waterlily are turning guesswork into guided, client-specific care forecasts
2. The Public Option Is Already Here – Washington’s LTC payroll tax is just the beginning. Help clients act before they’re locked in. What does WA know that we don’t?
3. Why the Wealthy Buy LTC – HNW and UHNW families are using LTC as a liquidity tool, tax lever, and estate-planning safeguard
4. Tax-Efficient Premium Funding - Learn to use HSAs, itemized deductions, and 1035 exchanges to stretch value
5. Annuity-Based LTC Solutions - Preserve full value, avoid tax drag, and unlock Pension Protection Act advantages
6. The Hidden Cost of Self-Funding -From IRA withdrawals to capital gains hits, clients often underestimate the tax bite  

Don’t miss this opportunity to elevate your expertise and help your clients protect their assets. Now Available on Demand >>>