Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients, 31 July | Event in Halfmoon, New York

Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients

Advisors Insurance Brokers

Highlights

Thu, 31 Jul, 2025 at 06:00 pm

0.8 hours

Online event

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Date & Location

Thu, 31 Jul, 2025 at 06:00 pm to 06:45 pm (GMT+00:00)

Online event

11 Halfmoon Executive Park Dr, Halfmoon, NY 12065-5631, United States, Halfmoon, New York, Halfmoon, New York

About the event

Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients
Join this webinar and gain some valuable insights and ideas for success with high net worth clients and their LTC planning, including:

Five key sales strategies to help navigate these conversations effectively:

* Preserve Charitable Giving – Ensure philanthropic commitments remain intact despite unforeseen healthcare expenses.
* Asset Rich, Cash Illiquid – Use LTC solutions to provide financial flexibility for clients with substantial but illiquid assets.
* Insure the Portfolio, Not the Person – Protect wealth by integrating LTC coverage into overall asset management.
* Purchasing LTC for Family – A strategic move to safeguard financial stability across generations.
* Estate and Charity Plan – Align LTC coverage with estate planning to optimize tax efficiencies and charitable contributions.

And more - Register NOW!


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Online event, 11 Halfmoon Executive Park Dr, Halfmoon, NY 12065-5631, United States,Halfmoon, New York, Halfmoon, New York

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Advisors Insurance Brokers

Advisors Insurance Brokers

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Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients, 31 July | Event in Halfmoon, New York
Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients
Thu, 31 Jul, 2025 at 06:00 pm