This presentation will cover a range of Long Term Care Retirement Planning solutions. Brian will address when the right time is to consider LTC Planning, provide examples of Long Term Care Insurance (LTCI) and Annuity case studies that solve for different retirement scenarios, and touch upon the current happenings with State LTC payroll tax programs. There will also be helpful pointers on how to have a successful LTCI claim, a review of key resources available clients and their families and an open session at the end to answer questions.
