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Legacy Rescue Asset Transfer
Mary is a lovely 74-year-old widow with two adult children. Both of her adult children are married and have children of their own....
May 11, 20211 min read


Using an IRA to Fund Long-Term Care Planning
Here is a case study of a 60-year-old couple with the following assets: Home: $425,000 – (all paid for) Savings: $150,000 Husband’s...
May 11, 20211 min read


Crisis Planning - Actuarially Sound Annuity : Lopes Annuity
John (78) and Sarah (72) Problem: John has been admitted to the Nursing Home at a cost of $15,000 per month. The concern is to protect...
May 11, 20211 min read


3 Options for a 55 Year Old Couple
What follows are 3 options this healthy couple can choose from with products available in 2020. Traditional LTC policy The couple can...
May 11, 20211 min read


The Elephant in the Room - LTC Rate Increases
The need for long term care insurance has never been greater! Longer life expectancies, rising costs of care and the desire to be able to...
Mar 21, 20201 min read


Life Insurance That Pays - While You Are Alive!
Today’s life insurance policies provide the best of both worlds. Not only will they pay upon death, but these newer plans will enable...
Mar 21, 20201 min read


Why Women Need Long-Term Care Planning!
Understanding the consequences of a long-term illness is half the equation. The other half is taking action. When a spouse, parent or...
Mar 21, 20201 min read


Great News for CT Residents – Short-Term Care Insurance.
Take the first step to protect your dignity, your independence, and your legacy. For those who have considered long-term care insurance...
Mar 21, 20201 min read
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