Where Do You Want Your Money To Go?
One of the ongoing issues we see people struggle with is whether they have enough money to fund their own long-term care plan. It has
One of the ongoing issues we see people struggle with is whether they have enough money to fund their own long-term care plan. It has
Leveraging Qualified Funds into Long-Term Care Husband 65 and wife 64 had a traditional long-term care policy in place that would pay them $200 a
You know the old saying, “If I had a dime for every time I’ve heard someone say that I’d be rich!” It seems like we
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
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
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
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