Alternative Asset Based Funding for Long-Term Care

By Erin Doherty | February 24, 2022

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…

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The LTC Planning Imperative

By Erin Doherty | June 24, 2021

This webinar will provide information on long term care insurance. Instructor Bill Comfort, CSA®, CLTC®, LTCC® will provide an expert presentation on behalf of CLTC for how to use long term care insurance to protect clients from the costs associated with long term care. This presentation will examine the following issues: Presented by Bill Comfort,…

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The Secondary Market for Life Insurance – Current Trends, New Applications

By Erin Doherty | March 18, 2021

This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using…

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