Updated September 18, 2023, at 1:34 PM
In the spotlight for this case study is asset-based long-term care (LTC).
Given the current environment, we’re experiencing ups and downs in the market. This volatility can make clients hesitant about moving money and getting “stuck” in a product that might not fit their needs down the road.
Updated July 27, 2022, at 3:49 PM Case Study Background As I’m sure you’re aware, clients often believe self-funding for long-term care (LTC) is the only option when it comes to LTC …
Updated on September 21, 2023, at 12:21 PM At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In …