Long-Term Care Planning
AI and Long-Term Care: Solving an Age-Old Challenge
By Lily VittayarukskulMaybe technology can make one of the most personal planning processes more human.
April 14, 2025
Clients Won't Admit It, but Here's What They Need From AdvisorsThe pain of market turmoil becomes real when clients receive their account statements.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.
March 31, 2025
Run Your Business Using the 'Dental' ModelOne way to add hours to the day is to make an assistant your financial hygienist.
March 31, 2025
Borderline Life Settlement Cases: It Can't Hurt to TryPolicies can be easy to sell, impossible to sell or somewhere in between.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
Commentary