Indexed Annuity Care
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Q&A – 1035 exchanges
Question: Is there any third party information available about using existing life insurance or annuity policies to fund a Care Solutions policy? Answer: Yes. The piece that I like the most is produced by the American Association for Long Term Care Insurance. The booklet, entitled Guide LTC Planning Using 1035 Exchanges. I encourage you to take a look at… Continue reading
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Q&A -“older” client
Question: I have a client who is 81 years old and very healthy, is Asset-Care a viable product ? Answer: We can consider Asset-Care for someone over the age of 80 if they are part of a joint policy where the joint equal age falls within the maximum age range and that person can qualify from an… Continue reading
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How will you pay?
If you have heard my Care Solutions”dog and pony”, I set things up in the present tense with one question. “If you your health was compromised severely enough to require substantial assistance during your recovery, how would you pay for it?” No matter what your clients tell you, they are sharing their current and likely future… Continue reading
Fridays with Fisher 
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