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 - More Important Now Than Ever

The State of Long-Term Care

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 plan is more important now than ever. During our seminars we like to pose the question, “what is your strategy for not growing old?”…