Скачать или смотреть What Is A 1035 Exchange For Hybrid LTC? - Elder Law Guru

What Is A 1035 Exchange For Hybrid LTC? Are you interested in ways to make your existing life insurance or annuity work better for your future care needs? In this video, we’ll explain how a 1035 exchange can be used to transfer your current policies into hybrid long-term care insurance. We’ll cover what a 1035 exchange is and how it allows you to move funds between policies without incurring taxes. You’ll learn about the benefits of hybrid long-term care policies, which combine life insurance benefits with coverage for long-term care expenses, often with tax-free access to funds.

We’ll also discuss how this strategy can help you preserve your assets and provide peace of mind, especially for seniors considering future care needs. The video will explain the rules around these exchanges, including eligibility, types of policies that qualify, and important considerations like surrender charges and health requirements. Additionally, we’ll highlight how recent legal updates have made it easier to utilize this option. Whether you’re planning your estate or exploring options to protect your savings, understanding the 1035 exchange can be a valuable part of your financial planning process. Join us to learn how this tool can help you make the most of your existing assets and prepare for future care needs.

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About Us: Welcome to the Elder Law Guru channel, your go-to source for vital information on elder law topics. Our focus is on estate planning, power of attorney, guardianship and conservatorship, Medicaid planning, long-term care options, elder abuse prevention, and the legal rights of seniors. We aim to provide clear and practical advice to help navigate these essential areas of law that affect seniors and their families.