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....
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- May 11, 2021
- 1 min
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, 2021
- 1 min
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, 2021
- 1 min
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...
- Mar 21, 2020
- 1 min
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, 2020
- 1 min
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, 2020
- 1 min
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, 2020
- 1 min
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...
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