Strategies for Tax-Advantaged

Long-Term Care Planning



NAIFA Annual Professional Day

Wednesday, November 14, 2018

10:00 AM - 12:00 PM

Empower Brokerage, Training Center

512 Silicon Drive, Southlake, TX 76092


Today’s advisor recognizes the changing needs of their clients; especially in light of the ongoing demographic shift in our country.  With a “retirement boom” to continue for the next 20 years, planning for those retirement years is an important step for your clients, and there may be no greater threat to their retirement years than the expenses associated with Long-Term Care.  70% of Americans over age 65 will require some form of Long-Term Care as they age, yet fewer than 10% of Americans have completed planning to address how to pay for that care.   


We invite you to join us to learn more about Long-Term Care Planning, and how you can maximize the tax code to fill in “The Missing Piece” in your clients' planning.



This session will offer attendees 2 Hours of Texas Insurance CE and up to 8 Hours will be offered for the full-day program.



Please contact us and we will provide registration information when available....


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        Sponsor Code = "LTC"

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