Session Details

SPONSORED SESSION: Are People Prepared to Pay for LTC? Solutions to Help Families Avoid LTC Bankruptcy - A Retirement Genius-GoldenCare Exclusive Study

Finance & Insurance

Date: Saturday, August 23, 2025
Time: 2:15 pm

This session co-hosted by Chris Orestis, CSA of Retirement Genius and Dennis Rinner of GoldenCare, an Integrity Company, will dive into findings from their exclusive White Paper released at the CSA Conference about various strategies using long-term care and life insurance to pay for all forms of senior living, aging in place, and skilled care.

Attendees will gain more insight into how long-term care and short-term care insurance, annuities, and life insurance settlements are tools helping millions of people address the unique financial challenges of aging and declining health.

Learning Objectives:

1. Understand who qualifies and what kind of benefits you can receive from the various types of long-term and short-term care insurance policies.
2. Understand how life insurance policies can be used to pay for all forms of care through a tax-advantaged, Medicaid qualified LTC Life Settlement spend down.
3. Unpack the demographic, economic, and political dynamics of the aging Baby Boomers and GenX over the next five years going into the critical generational gateway of 2030.