Event Details

Tuesday, June 3, 2008

11:30 am Pacific
12:30 pm Mountain
1:30 pm Central
2:30 pm Eastern

Register Now

 

Presented By:

Charles T. Lanigan JD, CLU

Senior Consultant

(866) 525-2832 Office

Email Chuck Lanigan

www.clarkconsulting.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Clark Consulting helps corporations and banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, advanced financial products and tailored executive benefit programs and administration solutions.

©2008 Clark Consulting

LONG-TERM CARE: ISSUES AND PROGRAMS FOR
BANK EXECUTIVES AND BOARD MEMBERS

Bank executives and board members should include long-term care (LTC) coverage as an essential part of their retirement planning to prepare for an otherwise costly unfunded health care liability.  Customized bank-sponsored long-term care plans can provide a cost-effective solution to this often overlooked gap in retirement plans.

Bank-sponsored LTC programs are the best and most cost-effective way to secure this essential part of an executive's retirement plan. Find out more about this important opportunity by attending our long-term care teleconference on Tuesday, June 3rd at 1:30 p.m. Central.

TOPICS THAT WILL BE ADDRESSED:

What is Long-Term Care?
 
  • Common misperceptions and likelihood of needing long-term care
  • Types of benefits and services available
Long-Term Care and Retirement Planning
 
  • Special executive need for long-term care planning
  • Government financed long-term care programs
  • Long-term care insurance
  • Bank-sponsored plan alternatives
  • Optimum timing for long-term care planning
Customized Long-Term Care Programs for Community Bank Executives and Board members
 
  • Carve-out plan design alternatives
  • Tax-favored treatment of premiums and benefits
  • Deep discounts
  • Simplified underwriting
  • Board participation and board-only plans
  • Special programs for executives at board member companies
  • Spouses
  • Accelerated payment options

Don't miss the opportunity to attend this informative session on long-term care, increasingly recognized as an essential part of retirement planning.  A presentation to accompany the teleconference will be sent to all registrants prior to the teleconference so register now!

WHO SHOULD ATTEND? Executives, Directors, HR Administrators.

CONTENT QUESTIONS? Contact Chuck Lanigan at (866) 525-2832 or chuck.lanigan@clarkconsulting.com.

REGISTRATION QUESTIONS? Please contact Susan Aumiller at (614) 792-6633 or susan.aumiller@clarkconsulting.com.

Clark Consulting is the premier provider of customized long-term care programs for the banking industry and a leader in helping banks manage risk, optimize earnings, improve shareholder value, and realize key financial goals through market-leading knowledge, advanced BOLI products, tailored executive benefit programs and administration solutions. Our seamless consultative approach has benefited nearly 2,000 financial institutions and their shareholders for over 25 years.