Get practical insights on long-term care (LTC) and insurance for financial professionals. Share these takeaways with clients. Read past updates.
📊 Client proposals
Over the past few months, I’ve refined how I present policy options based on client feedback. Quotes are now shared through a mobile-friendly, anonymous website.
Each proposal includes a simple table comparing Base, Plus, and Cadillac options.
Below that, a clear graph shows how each option’s benefits stack up against projected long-term care costs in their state at age 80.
📺 YouTube Channel
This month, we released two new videos about long-term care insurance.
Each video adds a bit of humor to an otherwise stuffy topic, encouraging people to watch and share.
❤️ Our Why
Long-term care planning is often ignored, even though about 70% of adults will need care. The lack of planning creates financial strain, caregiver burden, and avoidable uncertainty for families. Our mission is to spark conversations and inspire action through practical, engaging guidance that helps advisors integrate LTC into thoughtful financial planning.
