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Oct 27, 2026

Long-Term Care Insurance Tax Deductions in 2026: What Financial Advisors Need to Know

Most clients understand the need to protect their retirement savings from market risk. Far f...

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Sep 17, 2026

The Retirement Conversation Most Advisors Aren't Having (But Should Be)

For decades, retirement planning has centered around a familiar set of questions: How much h...

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Jul 21, 2017

5 Reasons not to HATE Traditional LTC Insurance

Recently I had the privilege of attending an annual meeting of a large financial services fi...

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Mar 25, 2016

5 takeaways from the 16th annual Intercompany LTC Insurance conference

A couple weeks ago, several people from LTCI Partners attended the LTC Insurance industry's ...

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Dec 3, 2015

A two-step approach to the long-term care discussion

November was Long-Term Care Awareness Month. Many of us spent time each day looking for new ...

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Nov 25, 2015

What's one of the toughest jobs around? The pay stinks too!

It's CAREGIVING for a loved one. I'm not sharing this just because we're in the last few day...

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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 ...

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Mar 12, 2015

What's your pain threshold in discussing long-term care planning with clients?

If you've been to the doctor, you've seen this posted somewhere on the wall. Part of it remi...

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Feb 26, 2015

Ditch the sales pitch

Stop “selling” and start educating prospective clients: Take time to get to know them. Find ...

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