Good financial planning is not about what you make – it’s about what you keep. Protecting your clients’ financial assets from the estate tax is one way to maximize family wealth. However, the costs of long-term care have largely replaced the estate tax as the primary eroder of wealth for the majority of American families. This BREW explores how you can simultaneously protect your clients against the estate tax and against the costs of long-term care.
Contact your E4 Insurance Services Regional Vice President or brew@e4.insurance to obtain your voucher for CE!
Materials
The New Wealth Transfer
How to repurpose an ILIT for long-term care
A more practical way for the high net worth to fund LTC