Using Medicaid-Compliant Annuities For Long-Term Care
Due to a lack of planning, many individuals end up in long-term care situation and are faced with having to spend-down their savings before they
Due to a lack of planning, many individuals end up in long-term care situation and are faced with having to spend-down their savings before they
Many life insurance plans and annuities are competing with long-term care insurance by offering special riders attached to their policies that offer additional benefits. These
84-year old male was worried about being a burden on his kids. He’s had Chronic Lymphatic Leukemia for the past 20 years, he takes no
Find out about the long term care insurance plans that require no Medical Exams… Many people think they may not qualify for long-term care insurance
State Partnership Plan A 64 year old woman wanted to look into limiting the financial risk of a long term care situation. She was worried
Most of us like to refer our clients to other Trusted Advisors when we think it is appropriate and most of us do it the
Diabetes is becoming more common and more treatable. However, diabetes does lead to more risks that involve long-term care situations Diabetes can affect many parts
In Washinton State, Medicaid Spend Downs rules allow an individual to keep the following assets but must get rid of anything in excess in order
They Work Like This: There are a variety of ways to fund a plan: Plans qualify for Tax Savings from Pension Protection Act Guarantees predictable
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