Webinar hosted by Keith France of Meriwest Wealth Advisors and Presented by Russell Clune, Regional Director, CLTC of Benefit Bank Distributors.

Learn about Safe Money Alternatives to Long Term Care and Wealth Transfer

• Why “exchanging rate for benefit” could be a better option for your financial portfolio and/or lifestyle.
• How to maximize the amount you can leave to beneficiaries’ tax-efficiently, and help with Long Term Care costs while keeping their assets “liquid”.