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
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
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
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
State Partnership Plan A 64 year old woman wanted to look into limiting the financial risk of a long term care situation. She was worried
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
Married couple 62 & 59, still working with busy lives. Had sufficient assets and wanted to find a way to protect their nest egg and