Client of the Month January
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
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
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
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
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