This session takes a deep dive into Long Term Care plans, focusing on not just their features, but tax and payment treatment, differences in the provider market and when a Deferred Needs Annuity may be an option.
Learning Objectives:
What is an Immediate Need Annuity?
When are these appropriate?
Additional Product Features & The Deferred Need Annuity
Provider differences
INA Eligibility Criteria
Payment rules
The Benefits, Risks and Considerations
Booking process
Once you have booked for this webinar, you will immediately receive a booking confirmation email. You will then be sent a further email around 24-48 hours before the webinar with the link to join.