Episodes
Brian explains the underwriting process to qualify for long-term care insurance and how we at 525 Advisors help make the process as smooth as possible.
Published 11/15/24
This week Brian talks you through what happens in a long term care situation and how the experience is vastly different with insurance and without.
Published 11/08/24
Brian explains why you don’t start with “quotes” when it comes to long-term care planning.
Published 11/01/24
Brian goes over tax deductions for businesses and individuals and the advantages of tax-free income on claim.
Published 10/25/24
Brian discusses a recent survey done and brings some more education about some of the common viewpoints around LTC
Published 10/18/24
Brian talks about the Financial Industry's regulations that have affected choices, similar to the "Walmart Effect".
Published 10/11/24
Brian discusses the pitfalls of trying to reallocate existing income to pay for long-term care.
Published 10/04/24
Brian goes over what Medicare and government plans cover for long-term care expenses.
Published 09/27/24
Brian goes over some of the differences between different carriers and how their plans work.
Published 09/20/24
Brian discusses how plans are different and considerations you need to understand to find the best option.
Published 09/13/24
Brian discusses the importance of Long-term care planning for couples getting a divorce and 2nd marriages.
Published 09/06/24
Brian discusses assessing the cost of care and how much coverage you may need.
Published 08/30/24
Brian discusses options on getting your money back if you don’t use your plan for long-term care services.
Published 08/23/24
Brian explains why long-term care insurance is more than money.
Published 08/16/24
Brian dives into how important tax considerations are in long-term care planning and building wealth.
Published 08/09/24
Brian discusses where you can receive care and how long-term care insurance helps you age in place.
Published 08/02/24
Brian explains some of the biggest mistakes people make with planning for Long-term care.
Published 07/25/24
Brian explains the advantages of the new long-term care plans compared to the original plans.
Published 07/19/24
Brian goes back to the basics of what long-term care is and how insurance works.
Published 07/12/24
Brian explains how estate planning fails in protecting assets from Long-term care.
Published 07/05/24
Brian discusses the advantages of stacking multiple policies over time.
Published 07/01/24
Brian discusses stereotypes and the preconceived notions that some people have about annuities. He also goes into how they can work with long-term care planning.
Published 06/21/24
What is the best age to get a plan in place?
Published 06/13/24
Learn about all of the unique ways to fund the new Asset Based plans.
Published 06/09/24