Watch Next:

Will My Client Qualify for LTCI?
3:34
Will My Client Qualify for LTCI?
Presented by Jim Wolverton, J.D. | Director of Legal Education

Hybrid LTCI Strategy: The Lookback Period

Hybrid long-term care insurance offers flexible protection and can be a smart strategy in proactive planning. In this video, we show how clients can use existing assets to fund a hybrid policy, avoid future premiums, and protect their legacy. You’ll also see how hybrid LTCI can work alongside an irrevocable trust in a Medicaid planning case study. 

Watch Next:

Will My Client Qualify for LTCI?
3:34
Will My Client Qualify for LTCI?
Presented by Jim Wolverton, J.D. | Director of Legal Education
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