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LTCi & Medicaid: Planning for Uninsured, Unmovable & Cash Poor Clients

Webinar Recorded: November 10, 2016
Presented by Lou Pierro, Esq., 
Pierro, Connor, & Associates
Duration: 2 hours, 25 minutes

Long Term Care Insurance – in its “traditional” form, or in the form of one of the newer linked/hybrid policy designs, can be an excellent planning solution for many clients.

However, as with any planning solution, it is not right for everyone. How do we help clients who either can’t qualify for or can’t afford and insurance based solution? Do we walk away?

Topics Covered:

  • How an insurance-based solution can be a great planning option
  • How an insurance solution AND a legal/trust based solution may work TOGETHER
  • What to do when a client can’t qualify or afford an insurance-based solution
  • What you NEED to know about Medicaid (without being the expert)

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