Tips on Successful Referrals
Most of us like to refer our clients to other Trusted Advisors when we think it is appropriate and most of us do it the
washington
Diabetes & Long-Term Care
Diabetes is becoming more common and more treatable. However, diabetes does lead to more risks that involve long-term care situations Diabetes can affect many parts
Medicaid Spend-Down Rules & How to Protect Additional Assets
In Washinton State, Medicaid Spend Downs rules allow an individual to keep the following assets but must get rid of anything in excess in order
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