Matt Anderson



While 9 out of 10 advisors don't feel comfortable discussing the realities of LTCi with their clients, those advisors who do, position themselves to capitalize on their peers' deficiencies.  The LTC planning process begins with a conversation, a conversation that you initiate with your clients.  The sooner the conversation takes place, the more attractive and wide-ranging the solutions you can use to solve the needs are. For a young professional, you can use a flexible Asset Based solution which allows for affordable premium payments overtime while retaining flexibility. With a $5k annual premium for a 10 year period, the client secures ... Read More
May 16, 2016Matt Anderson