Words from the Expert

For the past 2 years, since the pandemic hit, Michael Florio and I have produced LTC Coffee Break. Our whole objective is to educate, inform, and inspire you.

Recently, we were able to secure an interview with Phyllis Shelton, president of Got LTCi. Over the next few weeks, we will share excerpts from our conversation. And, on May 3, we will release out full conversation with Phyllis on LTCcoffeebreak.com.

A little about Phyllis. She is truly an industry legend who has been in the industry for over 30 years and has trained over 80,000 agents. She has authored several books; the most recent Protecting Your Family with Long-Term Care Insurance provides cutting edge information about all phases of financing long-term care.

This week, we shared Phyllis’ approach to devising a funding strategy. Take a look.

LTC Coffee Break Espresso Shot 4/12/2022

Get a new idea every Tuesday when Michael Florio and I drop a new episode of LTCcoffeebreak.com.

For additional LTC Coffee Break episodes go to the LTCCB Channel.

One thing that I hope you picked up from Phyllis is that the idea of insuring against the risk of an extended healthcare funding event does not have to be an all or nothing approach.

On top of that, most people prefer to receive care at home. From a planning perspective, the conversation has evolved to the point where we the discussion is centering on home-based care. And, insurance is the best to ensure that option is available.

Hear more of our conversation with Phyllis Shelton exclusively at LTCcoffeebreak.com. A new episode is released at 10 am, and join Michael Florio and me every Tuesday for a new episode of LTC Coffee Break.

For questions about OneAmerica, case design, strategies, or asset-based long term care solutions, please contact me via email at kevin.fisher@oneamerica.com or call me at (678) 512-9627.