Uncertainty Creates Opportunity

Uncertainty Creates Opportunity

We have a crisis on our hands. An uncertainty if you will. The Coronavirus (COVID-19) has made a mess of things. But that doesn’t mean opportunities don’t exist. An insurance advisor asked me yesterday if I was busy. I think he was surprised to hear that I am. The current situation in our country actually…

Behind Every Client Is a Story | KazSource Insurance

Behind Every Client Is a Story

I recently met with a husband and wife about their long-term care policies. I wasn’t there to make a sale, just to assist them in reviewing a recent rate increase. The insurance agent who referred the couple provided me with the husband’s date of birth—at first I thought it must be a typo, but no, the…

Long-Term Care: Have You Made Plans?

Long-Term Care: Have You Made Plans?

A guest blog post by June Duncan. June Duncan is a caregiver herself and is the co-creator of Rise Up for Caregivers. She’s passionate about helping and supporting her fellow caregivers, which inspired her to author her upcoming book, The Complete Guide to Caregiving: A Daily Companion for New Senior Caregivers.   Life is full of plans – planning a move, planning…

All About Long Term Care Insurance | KazSource Insurance

All About Long Term Care Insurance

Long Term Care Insurance is a major topic among many. It’s a confusing market for sure. The good news for consumers is there is a wide range of options when it comes to long term care coverage. Laid out below is an outline of some of the available solutions–and we’ve included several attachments that we hope…

9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

How Will You Pay for Long Term Care?

How Will You Pay for Long Term Care?

The Today Show recently aired a fantastic segment on one of the realities many of us will face: how will we pay for long term care (LTC) in our retirement years? The segment does a great job summarizing the differences between traditional LTC and a new hybrid option. As Jean Chatzky brings out, and many of…

Long-Term Care Insurance - More Important Now Than Ever

The State of Long-Term Care Insurance

Seniors 65 and older comprise the fastest growing age group in our society. We’re living longer—and that often means living with chronic illnesses that require expensive nursing care. Having a long-term care insurance plan is more important now than ever. During our seminars, we like to pose the question, “what is your strategy for not…