We heard you. And built the long-term care (LTC) solution you want: SecureCare™ III, a hybrid LTC plan built on a nonparticipating whole life insurance policy. It has all the things you love about its predecessor — a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used […]
Join Advanced Markets’ Kevin Blanton, Associate Counsel, and Ana Medinaceli, Director, as they dive into the world of intergenerational split dollar. They’ll discuss what Levine and other monumental court cases say, and perhaps what they don’t say, as well as when intergenerational split dollar might make sense or when other planning options should be considered. […]