February 3, 2021 @ 11:00 am – 12:00 pm

The New Wealth Transfer: Estate Planning with Indemnity LTC Solutions

Please join us for “The New Wealth Transfer” presentation with Allison Hoyt of our Advanced Consulting Group.  Her subject matter of choice will involve helping high net worth clients plan for Long Term Care and wealth transfer utilizing indemnity insurance products owned by an ILIT.  Allison is an estate planning attorney, formerly with Guardian and was a past president of the NYC SFSP chapter before joining Nationwide.  I have attached her bio as well as the updated invitation.


Good financial planning is not about what you make – it’s about what you keep. Protecting your clients’ financial assets from the estate tax is one way to maximize family wealth. However, the costs of long-term care have largely replaced the estate tax as the primary eroder of wealth for the majority of American families. This session explores how you can simultaneously protect your clients against the estate tax and against the costs of long-term care.



The highlights include:

  • Trends in American Wealth and Health 
  • Different types of long-term care products 
  • Estate planning for the mass affluent 
  • Estate tax planning for the high net worth


 Register Here