Jul 24, 2025
This week, we're describing who may consider different types of LTC planning strategies and why.
Stand-alone/traditional LTC vs. Hybrid Life/LTC vs. Hybrid Annuity/LTC.
All provide tax-free benefits for extended care needs.
Thank you to https://buddyins.com/ team for creating easy to understand documents that agents...
Jul 17, 2025
In our third week with our couple in their 80s, we consider options to obtain the most LTC benefits from annuities.
If you already own annuities, check for a Chronic Illness rider or LTC rider. If there is one, read it carefully as different rules apply to access enhanced benefits for care. If you need help...
Jul 10, 2025
Last week, I shared how not having a plan can create chaos throughout the whole family when long term care is needed.
This week, I used the same need and family but added LTC insurance as a tool to help pay for care expenses.
Listen and learn how helpful even a small plan can work to make life a little less difficult...
Jul 3, 2025
This week, Diane shares a story of what can happen when there is no plan for extended care or long term care.
With cataract surgery adjustments today and super dialated eyes, rhis is all that can be said this week.
Sorry for any typos, I can't see well at all.
Listen sand schedule to design your family's plan