The Advisor's View of Long-Term Care Planning

What recent New York Suitability Regulations could mean for the future of long-term care planning

If you are a producer who writes Life Insurance products with New York clients, including Life/LTC plans, effective February 1st 2020 you need to comply with New York State Department of Financial...
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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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