Case Study Insights: Mastering LTC Funding
Which long-term care funding solution is best for your client? Michael Sato, CLTC®, LUTCF®, FSS, will share case studies to guide you through the decision-making process. Join this webinar to better understand your choices in long-term care planning.
This webinar was recorded on February 6, 2024.
Who Should Attend:
- Financial Advisors and Planners to gain insights into the best long-term care funding solutions to better advise your clients and enhance their financial security.
- Insurance Agents to understand the intricacies of long-term care planning options to effectively tailor solutions for your clients’ specific needs and circumstances.
- Caregivers and Families to learn about available choices in long-term care funding to make informed decisions for your loved ones’ future well-being and financial stability.
Accompanying Materials
- Webinar Slides: Case Study Insights – Mastering LTC Funding
- OneAmerica AssetCare: James & Joan Sample ($12k/month, 25+ lifetime, no inflation) Sample
- OneAmerica AssetCare James & Joan Sample ($6k/month, 25+ lifetime, 3% compound)
- Nationwide GUL 2 ($750k, 15-pay, $500k LTC – 4%, Age 105, LTC Rider, Preferred Non-Tobacco)
- Securian SecureCare 3 ($100k premium, 2+4 yrs, 3% compound, Female, 40 Non-Tobacco, Couple’s Discount)
- CLTC 2024 Tax Guide
Speaker: Michael Sato, CLTC®, LUTCF®, FSS
With a proven track record in the industry and a wealth of knowledge in long-term care insurance sales, Michael Sato is an esteemed expert who understands the nuances of the market. His guidance will equip you with the tools needed to stay ahead of the competition and secure long-term success for yourself and your clients.
