Our panel of experts will address long term care planning for the business owner and executive as part of a client's total estate and business planning process. Through case studies and examples, the panel will examine current law and taxation rules about long term care insurance, including changes in the Pension Protection Act 2006. The ethical implications of product recommendations without sufficient adviser training or knowledge will also be addressed.
After completing this program, you will be able to understand:1. If self-funding for Long Term Care makes sense for some clients.
2. The relevance of Section 419 and VEBA plans for long term care insurance
3. How the Pension Protection Act of 2006 may affect premium payments for long
term care insurance
4. The latest trends in long term care insurance product development
5. When to seek expert help
Available on DVD only. Books not available.