What If You’re Lucky?
One of the most common questions our clients ask is “What happens to our premiums if we never need long-term care?” In the past this was
Tax Free Long Term Care
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
Client of the Month: Using Qualified Funds – May 2016
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
Calling Bologna on Bad Advice
“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
Using Qualified Funds for Long-Term Care Plans
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
3 Things You Should Know About Long-Term Care Planning
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
5 Reasons We’re Passionate About Long-Term Care Planning
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
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
More Premium Stability for Traditional Plans
From the very beginning, long-term care insurance carriers have struggled to find the balance between acceptable risk to take on and premiums to charge for