525 Updates: Seminar & Radio
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
retirement savings
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
Client of the Month October 2015
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
How do Asset Based plans actually work?
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
Client of The Month July 2015
Married couple 62 & 59, still working with busy lives. Had sufficient assets and wanted to find a way to protect their nest egg and
Long-Term Care vs. Disability Insurance
Often times, Long-term care insurance(LTCi) and Disbility Insurance(DI) get confused with one another. Here we will clarify the distinction between the two types of policies
Quick LTC Fact: Reimbursement vs. Indemnity
Reimbursement: Reimbursement means the policyholder is paid after services are received. The amount paid back to the policyholder is based on the either a daily