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Can the cash value in my life insurance be used to fund a LTC plan? episode artwork

EPISODE · Aug 23, 2023 · 10 MIN

Can the cash value in my life insurance be used to fund a LTC plan?

from Preparing For Tomorrow podcast · host Diane Stoddart

Matt listened to last week's episode about using an annuiy to fund LTC insurance and wants to know if life insurance values can also be transferred to fund a long term care plan. The answer is yes, and Diane shares how a 1035 exchange can help reduce or eliminate premiums. With Matt's new plan, both the LTC benefits and the death benefits are 100% tax-free and won't impact any tax obligatio9ns or future Medicare premiums. If you have cash value built up in your life insurance policy, and your financial risk of needing extended care is greater than the financial loss to your heirs upon death, we should talk... Schedule some time with me at https://calendly.com/diane-p4t/60min

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Can the cash value in my life insurance be used to fund a LTC plan?

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Frequently Asked Questions

How long is this episode of Preparing For Tomorrow podcast?

This episode is 10 minutes long.

When was this Preparing For Tomorrow podcast episode published?

This episode was published on August 23, 2023.

What is this episode about?

Matt listened to last week's episode about using an annuiy to fund LTC insurance and wants to know if life insurance values can also be transferred to fund a long term care plan. The answer is yes, and Diane shares how a 1035 exchange can help...

Can I download this Preparing For Tomorrow podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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