04/23/2026
Feeling like Hannibal today!
'I love it when a plan comes together' too!
Had a short review with a client of mine today. Going over her Long Term Care policy we were both grinning ear to ear. She bought a policy with:
-guaranteed premiums (and she's using her HSA to fund some of it!)
-she only has 9 years left to pay
-her benefits will never stop growing due to the compound interest
-she'll have access to $750K of Long Term Care dollars by the time she's 84
-and if she passes away without needing care, her son will inherit 30% more than the premiums she will have paid in.
That might not be YOUR ideal plan, but I bet we can find one together that matches your goals and budget too!
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