Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax-Efficient Funding Strategies

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

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