Many attorneys understand the benefit of supporting their client’s asset protection trust with a long-term care insurance policy in case care is needed before the five-year lookback period is up. Logistically, however, most clients in this stage of proactive planning won’t qualify for a policy, or it will be too expensive. That’s where an alternative solution comes in—short-term care insurance.
Join Krause Financial’s Holly Westervelt and Alex Thompson as they explore this exciting extended care planning product. Short-term care insurance has a higher issue age, more lenient underwriting requirements, and can be more cost effective for a client whose main goal is to plan for future Medicaid benefits.
Our team will cover:
- The key product features of short-term care insurance and how it differs from long-term care insurance
- State availability of short-term care insurance products
- Detailed case studies illustrating how the different policy options work in action
Reserve your spot now!
*1.0 hour standard CLE pending
