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3 Mark Financial Blog

Webinar | Framing the Conversation: Advanced LTC Planing for High-Net-Worth Clients

October 30, 2025

Watch the Securian webinar dated October 29, 2025 at 2:00 pm Central.

Join us for an advanced discussion with Richard Christman, Regional Vice President at Securian, as we explore how to position long-term care (LTC) planning with affluent clients and business owners.

In this session, you’ll learn how to:

  • Frame LTC discussions with affluent clients in a way that resonates
  • Understand tax and Medicare surcharge implications for high-net-worth individuals and couples
  • Explore executive carve-out opportunities for small business owners — including above-the-line deductibility
  • Leverage marketing tools and content for November’s LTC Awareness Month
  • Participate in an open discussion and Q&A to refine your approach

Don’t miss this opportunity to enhance your LTC expertise, strengthen client conversations, and bring new value to your high-net-worth and business-owner markets.

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https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2025-10-30 11:25:242025-10-30 11:25:24Webinar | Framing the Conversation: Advanced LTC Planing for High-Net-Worth Clients
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