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,...
Read More

Designing an "affordable" linked LTC Insurance policy

on May 24, 2018 3:17:47 PM By | Tom Riekse Jr | 1 Comment | Sales Tips Linked Benefits Long-term care planning long term care
  There are many advantages to hybrid life/LTC plans - a death benefit in case LTC benefits aren't used, premium guarantees and return of premium provisions. For people who aren't convinced they'll...
Read More

MoneyGuard vs. CareMatters - Linked Life/LTC comparison

For advisors, there's a lot to like about two of the leading "Asset-based" Linked Life/LTC plans - Lincoln Financial MoneyGuard II and Nationwide Care Matters.  But which is the best plan for your...
Read More