Client of the Month February 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 Read More »
Premiums Don’t Always Go Up… Many people and even some advisors assume long-term care insurance premiums will continue to increase once you put a plan in place. This is probably Read More »
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 Read More »
Myth Buster: Wealthy People Should Self-Insure Long-Term Care Wealthy People Should Self-Insure Long-Term Care We hear it every day or read an article from a financial advisor that wealthy people don’t need to Read More »
Client of the Month November 2015 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 Read More »
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 Read More »