[REPLAY] One Case – One Story: The Long-Term Care (LTC) Tax Planning Conversation Your Affluent Clients Need from Securian

Recorded 04/16/2026 

Long-term care is a growing tax-planning and retirement-income conversation for affluent clients because Medicare is limited, care needs are common, and care costs have risen sharply. Join us as Ann Hagerty, JD, RICP®, Director, Advanced Sales, and Stephanie Beckwith, CLU®, J.D., RICP®, Advanced Sales Counsel, Securian Financial, shares a practical way to position this conversation and highlight planning ideas that may help clients preserve more of their portfolio and legacy.