Alternative Long Term Care Options in the Marketplace - Ep. 29
Join Stephanie Alper-Lisi and Kevin Fisher from One America as they discuss Alternative Long Term Care Options in the Marketplace. On today’s show, Kevin tells us about One America’s niche trade and how it compares to other products in the market. We talk about the current landscape of alternative long term care options, different leverage options for advisors, recommendations to advisors for clients who self-fund, how taxes are paid out, and why brokerage accounts are the first place people turn to when clients have qualified and non-qualified money. Please contact Synergy Life Brokerage at, www.SBKG.com so we can connect you with Kevin Fisher and The One America network.
00:00 Welcome to Synergy Thinking
00:38 Who is One America and what is the hybrid long-term care space?
04:13 What is One America’s niche trade and how does it compare to other products in the market?
08:27 Is there any leverage for underwriting an 80 or 81-year-old with long-term care?
11:13 What do you recommend to an advisor who has a client who wants to self-fund yet wants to off alternative long term care options
16:17 How are taxes paid out in alternative long-term care?
19:20 Why is it that brokerage accounts are the first place people turn to for qualified and non-qualified money?
20:48 How to connect with Kevin and One America