May 28, 2015

How to use survey tools to help clients plan for long-term care

Many advisors use a fact finding process when recommending long-term care to a client or pro...

May 14, 2015

ABCs of LTCI using HSAs

Image source: Flickr user 401(k) 2012 ABC = c’mon, it’s the alphabet! LTCI = Long-Term Care ...

May 7, 2015

The right long-term care plan can save you a lot of money

Image source: Flickr user 401(k) 2012 "Ten thousand baby boomers are turning 65 every day, a...

Apr 7, 2015

Is long-term care insurance "sold" or "bought?"

The answer, of course, is yes. LTC requires a buyer who can pay premiums but it also require...

Mar 31, 2015

10 tips to give clients before an LTC insurance health interview

Feb 24, 2015

Long-term care: Planning ahead by getting past the myths

Many of us may have had to face a long-term care situation, most often as caregivers for an ...

Jan 27, 2015

Estate planning and long-term care insurance: strategies for families

A few weeks back I had the chance to speak to a group of estate planning attorneys about lon...

Jan 16, 2015

How carrier wholesalers can assist advisors with consumer education

As a former carrier wholesaler, I have a unique perspective as to the roles of an external w...

Jan 14, 2015

In force long-term care insurance policy reviews - tips for advisors

Occasionally, your client will come to you with their existing long-term care insurance poli...