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How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

Posted by Bill Jackson J.D. CLU on Wed, Mar 18, 2020 @ 12:00 PM

It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…

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Tags: long term care, living benefits

The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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Tags: long term care, living benefits

LTC: A Possible Solution for Your Client's "Rainy Day" Funds

Posted by Partners Advantage on Tue, Sep 26, 2017 @ 11:00 AM

While many people have a “rainy day” fund, a lot of times it can be in a form of a savings or checking account at the local bank. The question becomes what will this money be used for? Vacation, second home, charity, etc. Insurance professionals should review their clients’ portfolios to make sure they have enough protection in case of death and/or health issues.

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Tags: long term care


This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.