Client of the Month February
A couple 57 and 58 set up an Asset Based plan with $54,000 (lump sum) and a $2,900 annual premium that gave them a LIFETIME
A couple 57 and 58 set up an Asset Based plan with $54,000 (lump sum) and a $2,900 annual premium that gave them a LIFETIME
Many people and even some advisors assume long-term care insurance premiums will continue to increase once you put a plan in place. This is probably
Female 62, State Partnership Program This client was worried about having to spend through her retirement savings should she end up in a long-term care
A 48 year old mother of two who currently has a family member in a long-term care situation was looking for a way to protect
Every computer is a little different, however all personal computers have the ability to take a screenshot. And it’s really as easy as copy and
Most long-term care insurance plans provide a discount for couples who get insurance at the same time. Some even give a discount for one if
Wealthy People Should Self-Insure Long-Term Care We hear it every day or read an article from a financial advisor that wealthy people donāt need to
Sometimes you’re in a hurry and can’t find the print button or a certain paragraph of an article you are looking for… These shortcuts are
Combo Asset Based Plan Uses HSA to Provide a Lifetime Benefit! A couple, both age 58 were looking for a way to set up a
Attend one of our live events or webinars, listen to our radio show, and use our resources here on the website to learn more about long-term care plans.
Submit our Pre-Screen form, and weāll reach out to help you sort through your options and make the right choices for your situation.
Youāll be guided through designing your plan and the application process to make sure your plan is accepted.
There are 5 harmful misconceptions we hear the most about long-term care plans, and we see far too many people miss out on the protection they need because of them. Downloading this free resource will clear things up so you can make sure your care is funded and managed when you need it.
525 Advisors owner Brian Ott hosts a weekly radio show covering all aspects of long-term care.
Saturdays at 10am
Saturdays at 6am
Saturdays and Sundays
at 12PM on 570 AM
Saturdays at 7am