Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax-Efficient Funding Strategies
Автор: LIFE Brokerage
Загружено: 2025-05-28
Просмотров: 34
Описание:
Topics Covered:
• AI for LTC Planning – Machine learning tools like Waterlily are turning guesswork into guided, client-specific care forecasts
• The Public Option Is Already Here – Washington’s LTC payroll tax is just the beginning. Help clients act before they’re locked in. What does WA know that we don’t?
• Why the Wealthy Buy LTC – HNW and UHNW families are using LTC as a liquidity tool, tax lever, and estate-planning safeguard
• Tax-Efficient Premium Funding – Learn to use HSAs, itemized deductions, and §1035 exchanges to stretch value
• Annuity-Based LTC Solutions – Preserve full value, avoid tax drag, and unlock Pension Protection Act advantages
• The Hidden Cost of Self-Funding – From IRA withdrawals to capital gains hits, clients often underestimate the tax bite
Speakers:
• Shawn Britt – LTC Planning Specialist with wealth-market expertise, Nationwide
• Lily Vittayarukskul – Machine Learning & AI Technologist, Waterlily
• Paul Mulheran – Carrier perspective on annuity- and life-based LTC, Securian
• Adam DeMarco – Annuity specialist, LIFE Brokerage, LLC
Moderated by:
• Anthony J. Mento – LIFE Brokerage, LLC
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