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...

Jul 29, 2026

Think Traditional and Linked LTC Insurance are Worlds Apart? Think Again.

Recently an advisor brought to us an opportunity to help someone plan for long-term care. Li...

Jun 3, 2026

6 Tax-Smart Strategies to Fund a Long-Term Care Insurance Policy

Mar 3, 2026

Why I recommended that someone let their LTC policy lapse!

Something strange happened to me recently - I told a friend who received an in-force rate no...

Nov 24, 2025

The Caregiver's Side of Long-Term Care

Long-term care has been focused on statistics, costs, and types of solutions including long-...

Nov 21, 2025

Why Rate Increases Don't Have to Be a Dealbreaker

I recently shared a few quotes with an advisor who’s helping his clients plan for long-term ...

Nov 20, 2025

What the many varieties of LTC Insurance have in common

Have you heard of non-tax qualified long-term care insurance? Unless you are an "experienced...

May 20, 2025

Help your clients make sense of LTC Insurance

For those pursuing LTC Insurance, there are many options available in the market - in fact t...

Feb 7, 2025

Why 10-pay LTCi could be a smart move

Note: This was originally published in the February 6th edition of Insurance News Net As a l...