The Advisor's View of Long-Term Care Planning

The Surprising Similarities Between Traditional LTC and New Life/LTC Plans

  Imagine this scenario.  You are the financial advisor conducting a periodic portfolio review with a 55 year old single professional business owner.  She is happy with her investment performance,...
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How would proposed Medicaid block grants affect LTC Planning?

on Apr 12, 2019 8:48:13 AM By | Tom Riekse Jr | 3 Comments | medicaid
Updated 4/12/19.  LTCI Partners Note:  Back in 2017 when the Republicans controlled congress they brought up the concept of block granting Medicaid.  Now, in 2019, the Democrats control congress and...
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3 Creative ways that annuities can fund LTC Insurance

  According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year. Annuities are best...
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The five big trends to look for in LTC Insurance for 2019

  Health care planning in retirement including LTC planning will continue to be top of mind for consumers and advisors in 2019 - here is a preview of trends in LTC Insurance for 2019.   1. Hybrid...
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Is there a better way to estimate the future cost of long-term care?

  An early step in any long-term care conversation an advisor has with a client is coming to an agreement that an extended care event COULD happen to them.  This acknowledgment of risk will lead to...
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