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Health & Insurance

Long-Term Care & Health Planning

Long-Term Care & Health Planning

Long-Term Care & Health Planning expenses may be one of the largest, most necessary financial struggles for those trying to develop a retirement plan. Long-Term care is defined as medical and non–medical services needed by any person who has a chronic illness or disability, especially those challenges that come with aging. We want to make sure that you’re prepared as early as you can be, for any sort of medical concern that may arise in your future.

  • What are the types of Long-Term Care and their associate costs?
  • How do I find & budget for the right Long-Term Care plan?
  • When do I begin the transition into Long-Term Care?
Life Insurance

Life Insurance

If you or your loved ones rely on your income, it is time to consider life insurance. If you insure your car or your home, then you understand the importance of financial plans for when the things you depend on may decline or fail. Having life insurance is no different – it ensures that your family would be taken care of should you no longer be able to provide for them.

  • Do I need life, disability, or long-term care insurance
  • How much life insurance do I need & how much does it cost?
  • What are the tax advantages of life insurance?

Educational Insights

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
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