Jul 27, 2022
This week, we hear from Michelle Thomas with the Colonnade at Carrollwood, an assisted living community right in my Tamba Bay neighborhood. For many years, a group from our church visited and sang there monthly for quite a while. Michelle shares that this is Resort Style Living with as little or as much assistance as...
Jul 19, 2022
This week, we heard from the kids. What do they want to know about our LTC insurance plans? How will it help them if we have a plan to provide for our needs? It's important to include our family when planning for what could easily be the most fragile and most expensive part of our lives. Having a plan for when life...
Jul 13, 2022
This week is a case study. My client Sandy doesn't know in which part of the country she plans to retire, so we designed a plan that will help her provide for herself in any of the regions she is considering. It's important to imagine what life will be like in 20-30 years when we're planning for LTC needs. And...
Jul 6, 2022
This week, Carmen asked if her LTC insurance plan that she bought in South Carolina can be accessed if she moves to another state or country. It can, but when you are in the planning stages, we need to consider how state Partnership protection differs in different states as well as the cost of the type of care you...
Jul 1, 2022
This week, Diane shares how LTC insurance can help us to remain independent and maintain our freedoms. Eleanor Roosevelt said, "With freedom comes responsibility". When we have a plan for when life doesn't go as planned, we give ourselves permission to live out our retirement years the way we choose. We won't have to...