Tax-Advantaged Strategies for Long-Term Care with Mike Johnson

Long-term care planning is not just about choosing the right solution — it is also about choosing the right dollars to fund it. In Part 2 of this webinar series, Mike Johnson will walk you through tax-advantaged ways to fund long-term care strategies, with a focus on repositioning existing assets for greater efficiency. This session explores where clients often look first when paying for care, how the Pension Protection Act changed the planning landscape, and how non-qualified annuities and qualified plan assets can potentially be used to fund asset-based long-term care solutions more effectively. Attendees will also gain insight into ideal client profiles, funding structures, and practical planning considerations that can help uncover new opportunities in existing client portfolios.