Client of the Month June 2016
Husband 60 and Wife 57, deposit $157,425 into an Asset Based plan that provides each of them $8,329 per month of long-term care coverage with
Husband 60 and Wife 57, deposit $157,425 into an Asset Based plan that provides each of them $8,329 per month of long-term care coverage with
How about 63, 65, 72, 84? Pick a number as we have heard it all in our office. The truth is there is no advantage
“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
Having Long-Term Care Insurance is one of the most important ways you can protect yourself and your family heading into retirement. Only 8% of the
We love to hear inspiring stories about how people find what they want to do in life and in business. It’s even better when you
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