Calling Bologna on Bad Advice
“Setting aside assets to pay for long-term care” Many advisors believe setting aside assets to pay for long-term care, also known as self insuring, is
“Setting aside assets to pay for long-term care” Many advisors believe setting aside assets to pay for long-term care, also known as self insuring, is
DID YOU KNOW? We now have more ways to fund long-term care insurance plans. Because of recent federal change from the Pension Protection Act, we
A Hybrid 20-pay with guaranteed level premiums gives them meaningful coverage! A 64 & 57 year old couple had long-term care policies but after reviewing
We have a lot planned for 2016 at 525 Advisors. As many of you know, our goal is to help our clients protect their family
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
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
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
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
Married couple 62 & 59, still working with busy lives. Had sufficient assets and wanted to find a way to protect their nest egg and