Long Term Asset Protection

In this episode we do a case study on how to work with a strategic partner to successfully solve for your client's long term asset protection needs using hybrid LTC solutions. Topics included are:

• How to integrate the discussion into the sales process
• How to make it turn-key for the advisors
• Learning from past mistakes
• Engaging the next generation

Thank you to Hugh Cameron and Frank Rehhaut for agreeing to share their strategies.

The episode can also be found on your favorite listening platform.