[REPLAY] The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans from Nationwide

Recorded 04/17/2025 

Due to numerous developments in health and wealth over the past few decades, wealth transfer plans are not complete without a plan for long-term care expenses. This session highlights the benefits of life insurance based LTCi solutions and how such products can operate effectively in irrevocable trusts. We will address:

• The need to fortify wealth transfer plans of the mass affluent against long-term care expenses;
• Why “self-funding” (i.e., paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and
• Retaining indirect access to trust owned LTCi benefits.