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Benefits of Using an IRA to Fund LTC Insurance
It has long been true that utilizing IRA’s to fund specific financial planning objectives is a popular strategy. However, you may not be aware that you can do a lump sum transfer from an IRA to fund an LTC contract, […]
Emphasize the Tax Implications of Self Funding LTC
Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because you can, doesn’t mean you should. Simply transferring this risk […]
Try SPWL for Inheritable Assets
Many seniors have set aside a portion of their assets for safe keeping with the sole intention of leaving it to their loved ones ( children, grandchildren, etc.). We are suggesting that you consider SPWL. It is underwritten by a […]
