LTCi Options and Planning Choices

February 18th, 2020

Here is a great flowchart courtesy of Kerry Peabody, CLU, CLTC highlighting which type of LTC insurance solution might be a good fit for your clients.


Your LTCi Frequestly-Asked Questions Answered

November 1st, 2019

Many people don’t know exactly what this type of insurance is or what kind of benefits it provides. Whether you’re a consumer or an advisor still unable to take that first step into any long-term care conversation an advisor has with a client – hope these set of starter questions will be of help.

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Paying for Extended Care

October 18th, 2019

The financial costs of long-term care do not directly flow from the need for care. The financial cost of care is secondary, it flows from the need to reduce or relieve the personal caregiving burden on those you love. Read this blog article to understand the two sets of consequences when a client needs extended care.

Extended Care Critical for Retirement Plans

October 11th, 2019

 It must be a critical, integral part of every client’s retirement plan. Failing to effectively address the subject in a meaningful, personalized way risks the failure of every other financial, investment, retirement, and estate plan.

What is “Long-Term Care”?

October 4th, 2019

Before engaging clients in an effective planning process to address “long-term care” you need to understand what it is, and what it is not.