Recorded by: Jeremy Houser
Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans.
But that’s not everything. Did you know we also help with asset-based long-term care?
In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care.
Advisors — listen in and explore the available holistic options to support your clients during this new phase of life.
Jeff discusses:
- His own experience with long-term care planning
- The benefits of helping your clients with a long-term care option
- InsurMark’s approach to asset-based long-term care and ways the team can help you plan according to your client’s portfolio
- What you should know about processing times
- Tax-related regulations around asset-based long-term care