Ready for Retirement
May 27, 2020 at 10:00 AM

Saying Goodbye to “Use it or Lose it” Long-Term Care Insurance

An online webinar. Additional instructions will be emailed to you upon registration.

About this Event

Join us for the live webinar!

Wednesday, May 27, 2020 at
10:00 a.m. Pacific / 1:00 p.m. Eastern.

Learn how you may leverage your assets to cover potential long-term care costs.

When it comes to expenses in retirement, healthcare typically ranks as the #1 concern among retirees. So what happens if you need to pay for long-term care expenses that Medicare doesn’t cover?

People often don’t want to buy long-term care (LTC) insurance simply because they’re not convinced that they’ll need it — and they don’t want to pay for something they believe they’ll never use. Traditional long-term care insurance is often expensive, and if you don’t use the coverage, you lose your premium. So what can you do?

One innovative option is through a “linked benefit” long-term care policy, in which you retain ownership of your premiums until you use the policy to pay for LTC coverage. “Use it or lose it” is gone.

Register today for our next webinar on long-term care insurance and we’ll show you how you can potentially leverage a portion of your assets to pay potential long-term care expenses.

Join hosts John Dean and Rick “The Professor” Plum CFP® along with special guest Anthony Brown, Regional Vice President at Global Atlantic Financial Group, for this special event. We’ll show you how you can

  • Earn up to three times your initial investment to cover traditional long-term care expenses
  • Pass the remaining cash value of your investment on to your beneficiaries.
  • Take qualified long-term care withdrawals tax-free

If you’re between the ages of 60 and 80, this webinar is for you. Don’t wait, reserve your spot today!

Event Details

May 27, 2020 at 10:00 AM

Long Term Care coverage policies and provisions may not be available in all states. Approval may be subject to the terms and conditions of the insurance company. Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company and are subject to their terms and conditions.

Insurance products offered through Lucia Securities, LLC (CA Insurance Lic. #0H40817). Lucia Securities is licensed to offer such insurance products as life, disability, long-term care, and annuities. Lucia Securities is also a registered broker/dealer, member FINRA/SIPC, and the dba for Lucia Insurance Services. Lucia Capital Group is a registered investment advisor and the holding company for Lucia Securities.

Anthony Brown and Global Atlantic Financial Group are not affiliated with Lucia Securities, LLC.