Client of the Month – August 2015
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
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
Husband 59 and wife 61, planning on retiring in the next few years wanted to set up a long-term care insurance plan to protect their
“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