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July Webinar

Comparing Long-term Care Funding Solutions: An Actuarial Perspective

 

THIS FREE WEBINAR BEGINS

Thursday, July 18, 2024
12 – 1 PM MDT (2 – 3 PM EDT)

July Webinar: Comparing Long-term Care Funding Solutions: An Actuarial Perspective

About this Webinar

When you can estimate the actuarial value of long-term care insurance, long-term care funding decisions become much easier.

What should you do when you get a premium increase notice for your existing policy, or a buyout offer from the insurance company? Does it still make sense to buy standalone LTCI? Are hybrid policies that combine LTCI with life insurance or annuities a better way to pay for long-term care? What about impaired-risk annuities, or LTC-enhanced life annuities, defined-benefit pensions or Social Security?

An actuarial perspective brings greater clarity to all of these questions, leading to better advice.

Outline of the presentation

  • Introduction
  • Valuation of LTCI policies
  • From valuation to advice: Case studies
  • Analysis of hybrid policies
  • Analysis of LTC riders
  • Analysis of LTC-enhanced life income

About the Presenter

Glenn S. Daily, CFP®, ChFC, CLU is a fee-only insurance consultant in New York who is always eager to discuss these questions: How can curated product platforms become a practical alternative to the retail life insurance market? What is the best process for selling a life insurance policy in the life settlement market? What are the best ways to pay for long-term care expenses?

Glenn is the co-founder of TellUsTheOdds.com, a service that helps people make decisions about long-term care insurance and life settlements.

Registration for this webinar is not currently available.

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.

NOTICE: Due to increased usage of GoToMeeting's platform, call lines are experiencing unusually high call volume. In order to access the webinar, we recommend using your computer's audio functionality or dialing in early to ensure you are able to access the webinar.