Client of the Month March 2016
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
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
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
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
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
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
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
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
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