One Insurance Solution for RIAs (OIS), powered by PCN, provides the fee-based RIA community with unbiased annuity, long-term care and life insurance solutions in support of their clients' protective planning needs.
With OIS, connect to best-in-class insurance services, solutions and technologies designed to fit your unique client engagement model with ease.
November 15, 2023 | 11:30 AM ET
Currently, 19 states are considering mandated programs and potentially many more may take similar action impacting clients who may want prefer alternative options.
Join One Insurance Solution alongside our community of financial planning professionals from across the country to learn proactive strategies from the professional insights of Brad Shepard, CLTC®.
Focus Topics Include:
Understanding the limiting effects of state-administered LTC programs
Which states are considering mandates and how will they be rolled out
Viable privatized LTC planning options and how to mitigate payroll taxes
Connecting to streamlined tools and resources to stay ahead of potential changes