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Gen X – Get Ready for Inherited Annuities and LTC Hybrids
NAPFA Genesis webinar sponsored by LLIS
Course Information
Earn: 1 NAPFA CE and 1 CFP® CE 
Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management

Sponsored by:
Course Description

The oldest members of Gen X are turning 60 this year, so they may be inheriting an annuity from their parents in the near future. And long-term care (LTC) is no longer something that seems so far away when they see a parent or other relative who needs care. Hybrid LTC plans allow your Gen X clients to plan for care today, while they’re still making income to pay for it. We’ll discuss these in depth, so you as a Fee-Only advisor can guide their decisions.

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

Learning Objectives
  1. Assess the potential tax implications beneficiaries may encounter when inheriting an annuity.
  2. Develop strategies for inherited annuities based on a client’s current financial situation and future needs.
  3. Contrast the benefits of Hybrid LTC annuities and Hybrid LTC-life insurance policies.
Speaker
Mark Maurer, MBA, CFP®

Mark Maurer, MBA, CFP®, is the president and CEO of LLIS in Tampa, Florida. As the son of insurance experts Keith and Judith Maurer, he grew up in the insurance industry and had an impressive education and mentoring combination. Maurer joined LLIS in 2003, earned his CFP® designation in 2006, and assumed the reins of LLIS ten years ago. Under his leadership and dedication, LLIS continues to expand its portfolio of solutions and services to Fee-Only financial advisors and clients. And his wife, Leah, joined the firm as well!

Summary
Availability:
Registration Required
Access expires on Jul 10, 2025
Location:
Online Meeting
Date / Time:
Jul 09, 2025 3:00 PM - 4:00 PM ET
Cost:
Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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