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Preparing For Tomorrow podcast

Jun 26, 2024

Alicia's insurance agent told her she was too short for her weight and no LTC insurance can be offered to her.

Turns out that agent only represented one company.  Other companies will consider her build (height/weight).  

Many people are either very small or very big.  There are alternative solutions to planning for...

Jun 19, 2024

We have a lot of new listeners, so I'm taking you back to one of our earliest episodes to share my "Why".  

I became a long term care specialist because my heart yearns to help you not go through what I and my family went through in the same degree.

Currently, there is no way to prevent Alzheimer's disease...

Jun 12, 2024

This week, you just need to listen and learn from my mistakes.  Some I made as a kid, and the most recent was over the last few years. 

I didn't want to seem intrusive when that is exactly how I should have been.  

Now, I am just sad.  Sad that I didn't do what I've been encouraging you to do.  I tried, but I didn't try...

Jun 5, 2024

To deepen our look into LTC annuities, this week we review how Danny 1035 exchanged a $160,000 variable annuity to a LTC indexed annuity with tax-free benefits for extended care needs.  

His cost basis (amount he originally deposited) was only $54,000.  He has a lot of liquid assets and doesn't need the $160K to live on...