--- title: "Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax Efficient Funding Strategies" description: In this on-demand webinar replay, industry experts explore how long-term care planning is evolving—and how advisors can use these shifts to create more meaningful, strategic conversations with clients. image: https://blog.lifebrokeragellc.com/hubfs/Next%20Gen%20LTC%20Planning%20Pic-1.png --- [Skip to content](https://blog.lifebrokeragellc.com/events/next-gen-ltc-planning-ai-tools-insurance-solutions-and-tax-efficient-funding-strategies#main-content) [![irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1](https://blog.lifebrokeragellc.com/hs-fs/hubfs/social-suggested-images/irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1.png?width=1920&height=663&name=irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1.png)](https://lifebrokeragellc.com/) - [Home](https://lifebrokeragellc.com/) - About - [Our Team](https://lifebrokeragellc.com/our-team/) - [Fundamentals](https://lifebrokeragellc.com/fundamentals/) - [Our Family](https://lifebrokeragellc.com/our-family/) - [Capabilities](https://lifebrokeragellc.com/capabilities/) - [Contact](https://lifebrokeragellc.com/contact/) - [Publishings](https://lifebrokeragellc.com/publishings/) - [Blog](https://blog.lifebrokeragellc.com) [![Advisor Login](https://no-cache.hubspot.com/cta/default/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629.png)](https://cta-redirect.hubspot.com/cta/redirect/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629) ✖ - [Home](https://lifebrokeragellc.com/) - About - [Our Team](https://lifebrokeragellc.com/our-team/) - [Fundamentals](https://lifebrokeragellc.com/fundamentals/) - [Our Family](https://lifebrokeragellc.com/our-family/) - [Capabilities](https://lifebrokeragellc.com/capabilities/) - [Contact](https://lifebrokeragellc.com/contact/) - [Publishings](https://lifebrokeragellc.com/publishings/) - [Blog](https://blog.lifebrokeragellc.com) [![Advisor Login](https://no-cache.hubspot.com/cta/default/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629.png)](https://cta-redirect.hubspot.com/cta/redirect/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629) ✖ ![Next Gen LTC Planning Pic](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Next%20Gen%20LTC%20Planning%20Pic.png?width=1280&height=988&name=Next%20Gen%20LTC%20Planning%20Pic.png) # Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax-Efficient Funding Strategies Date: May 21, 2025 Time: 12:00 PM EST Location: Virtual Event [Watch Now](https://go.lifebrokeragellc.com/next-gen-ltc-planning-ondemand-webinar) In this on-demand webinar replay, industry experts explore how long-term care planning is evolving—and how advisors can use these shifts to create more meaningful, strategic conversations with clients. **Topics Covered:** 1. **AI for LTC Planning**– Machine learning tools like Waterlily are turning guesswork into guided, client-specific care forecasts 2. **The Public Option Is Already Here** – Washington’s LTC payroll tax is just the beginning. Help clients act before they’re locked in. What does WA know that we don’t? 3. **Why the Wealthy Buy LTC** – HNW and UHNW families are using LTC as a liquidity tool, tax lever, and estate-planning safeguard 4. ****Tax-Efficient Premium Funding**** - Learn to use HSAs, itemized deductions, and 1035 exchanges to stretch value 5. **Annuity-Based LTC Solutions** - Preserve full value, avoid tax drag, and unlock Pension Protection Act advantages 6. ****The Hidden Cost of Self-Funding**** -From IRA withdrawals to capital gains hits, clients often underestimate the tax bite [Watch Replay Now](https://go.lifebrokeragellc.com/next-gen-ltc-planning-ondemand-webinar) Tag(s): [Care Planning](https://blog.lifebrokeragellc.com/events/tag/care-planning) ## [Admin](https://blog.lifebrokeragellc.com/events/author/admin) ## Watch Replay Now Get practical insights on the future of LTC planning and discover strategies that can help your clients protect their assets [Access Webinar](https://go.lifebrokeragellc.com/next-gen-ltc-planning-ondemand-webinar) ## More from the blog [View All Posts](https://blog.lifebrokeragellc.com) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Turning%20IRA%20Taxes%20into%20Legacy.png?length=360&name=Turning%20IRA%20Taxes%20into%20Legacy.png) RTMS Turning IRA Taxes Into Legacy: The Retirement Tax Minimization Strategy (RTMS) March 18, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/turning-ira-taxes-into-legacy-the-retirement-tax-minimization-strategy-rtms) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Copy%20of%20A%20Buy%20Sell%20Agreement%20Shouldnt%20Create%20a%20Tax%20Nightmare.png?length=360&name=Copy%20of%20A%20Buy%20Sell%20Agreement%20Shouldnt%20Create%20a%20Tax%20Nightmare.png) Featured Whole Life Vs. IUL: The Great Permanent Insurance Debate February 26, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/whole-life-vs.-iul-the-great-permanent-insurance-debate) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Rescue%2c%20Refinance%2c%20or%20Reimagine%20(1)-1.png?length=360&name=Rescue,%20Refinance,%20or%20Reimagine%20(1)-1.png) Underwriting What Underwriters Don't Tell You January 15, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/what-underwriters-dont-tell-you) ### Subscribe to email updates Stay up-to-date on what's happening at this blog and with LIFE Brokerage Email \* [![Logo_KO](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Logo_KO.png?width=200&name=Logo_KO.png)](https://blog.lifebrokeragellc.com/) ### Contact 609-613-4000 [teamlife@lifebrokeragellc.com](mailto:teamlife@lifebrokeragellc.com) 2 Central Avenue Hammonton, NJ 08037 - - - - [Schedule a meeting](https://meetings.hubspot.com/anthony-mento/website-book-a-meeting-link-rr?__hstc=224060164.0a73f74d9681afa608bc0b9d390f9a10.1738171452758.1738680808156.1738951381843.4&__hssc=224060164.1.1738951381843&__hsfp=3017050130) Securities offered through The Leaders Group, Inc. 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