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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 07, 2008 at 05:54 AM
A software company has developed a product that it says can help advisors tie a long term care policy to a policy that pays off if the client never needs long term care.
Preservation Advantage, Toledo, Ohio, says its Care Protector Plus Web-based program offers an opportunity to help clients protect themselves from the possible financial devastation of an LTC event. It also offers a way to transfer assets to family, loved ones or a charitable beneficiary, tax free.
Care Protector Plus searches a database for an LTC policy that fits a client’s specific needs, then helps select a permanent life policy that would facilitate tax-free asset transfers.
Preservation Advantage maintains that the software can provide a solution that is less costly than would be offered by a hybrid policy that combines long term care and life insurance, and it may also provide greater benefits.
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