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WebEx: What Your Annuity Max Strategy is Missing!

Posted by Justin Jurs in News | 0 comments

WebEx: What your Annuity Max Strategy is Missing!

Modern Legacy Planning and Risk Management Strategies

 

Join our special guest and LTC expert Jaime Mueller as we get strategic about risk management and legacy planning strategies with a quick overview of the Long-Term Care market, some insight into the average client’s thought process around planning for care, and an investigation of the pros and cons of some of the planning strategies available to advisors and their clients. Topics include:

  • New stats around the need for care that shine a light on how important a care funding strategy is to a financial plan
  • Insight on how the typical client is already planning for care and the challenges their “plan” may face
  • Two case design solutions that build on the “good, better, best” strategy to give clients multiple solutions to choose from

 

When: Monday, October 29th at 2:00pm EST/11:00am PCT (approx 30-45 min)

 

You won’t want to miss this informative, unique LTC planning discussion so register today!

 

Click Here to Register!

 

Email Chris at [email protected] or call 617-850-9095 if you have any questions

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