A LinkedIn post from Cornerstone Financing highlights an upcoming educational webinar focused on long-term care funding within retirement planning. The post points to Episode #7 of the InsMark Sales Idea Webinar Series, featuring Chris Jacob on April 23, and positions long-term care as a major gap for many clients over 50.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
According to the post, the session will demonstrate how InsMark’s Wealthy and Wise+™ software, integrated with CHEIFS®, can model the repositioning of home equity in a non-debt structure to fund a hybrid deferred annuity with a long-term care rider. The analysis is described as comparing liquidity, net worth, legacy value, and long-term outcomes against a do-nothing scenario.
The post also references a separate session on April 16 hosted by ePIC Services, which is set to cover the math behind the EquiTrust Bridge LTC product. Together, these events appear aimed at financial advisors evaluating hybrid long-term care solutions and funding sources, particularly home equity, for aging clients.
For investors, the emphasis on advanced planning tools and hybrid LTC products suggests growing advisory interest in long-term care as a structural component of retirement plans. If Cornerstone Financing and its partners can deepen advisor adoption of these strategies, this could support higher demand for associated financial products and potentially strengthen their positioning in the retirement and insurance planning ecosystem.