[WEBINAR] Giving with Purpose: The LTC Planning Opportunity Hidden Inside Annual Gifting from Securian

Explore how high‑net‑worth families can use annual exclusion gifting not just to transfer wealth, but to proactively protect the next generation from one of the greatest financial risks to legacy planning, long‑term care. Using a practical case study, we’ll compare traditional cash gifting with an alternative approach that leverages annual exclusion gifts to fund a linked‑benefit policy. You will see how this strategy can help clients reposition gifts into meaningful protection for the next generation, while helping them maintain tax efficiency and preserve generational wealth.