Long-Term Care Planning
Long-term care insurance news and analysis, including coverage of short-term care insurance, long-term care hybrid products, and other arrangements for paying for long-term and post-acute care.
October 03, 2022
Life and Annuity Talking Points for the FallThe leaves are changing. So are some clients' and prospects' coverage needs.
September 27, 2022
Lawmakers Try Again on Medicare End-of-Life Planning BenefitS. 4873 would let Medicare pay social workers, but not financial planners, for care planning services.
September 21, 2022
Actuaries Post Retirement Guide Aimed at Older RetireesThe Society of Actuaries' new Late-in-Life Decisions Guide offers guidance for those in the later stages of retirement.
September 16, 2022
Debate: Should the EARN Act Let Savers Tap 401(k)s to Pay for LTCI?Two professors discuss the merit of a provision allowing penalty-free withdrawals to cover long-term care insurance.
September 14, 2022
Northwestern Mutual Adds a Long-Term Care HybridLincoln Financial has also done something unusual about its own life-LTC hybrid.
September 09, 2022
Final Senate Finance Bill Text Keeps Narrow LTCI Tax Break ProvisionThe provision could affect clients who use retirement plan assets to pay the premiums.
September 02, 2022
IRS Posts LTCI Issuer Rehabilitation Letter RulingThe transaction should not affect the policyholders' federal income taxes, according to an IRS senior counsel.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
Policyholder Sues Pru Over Implementation of 100% LTCI Rate HikePrudential points to a policy provision authorizing it to increase premiums.