Extended care planning has become a vital part of any client’s retirement portfolio. Are you addressing this need, or are you leaving your clients
Event Details
Extended care planning has become a vital part of any client’s retirement portfolio. Are you addressing this need, or are you leaving your clients exposed? Brent DeGroot, LTCP, CLTC, Regional Accounts Director at One America Financial, will provide current statistics on the aging demographics, but most importantly, tax-efficient ways to help clients have a defined extended care plan. He will also offer a new opportunity using a 15-year-old government law, with no underwriting surprises and no new premiums.
