Quoting Bill Comfort, “A POLICY IS NOT A PLAN!” A policy is a means for funding a future obligation. That is the purpose for an insurance policy is to help people mitigate financial loss as a result of a certain event occurring. It is a risk management tool. That is all – it is a... Continue Reading →
Plan & Longevity
I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s.
Homework Assignment
In this week's LTC Coffee Break, I shared with you 3 take-aways going into the Thanksgiving holiday. https://youtu.be/loW3K6BN7fo LTC Coffee Break Espresso for 11/15/2022 If you didn't feel like watching the episode, they are pretty simple: join me on November 29 for a conversation with Jen Wagoner about state-sponsored LTC plans, check out the OneAmerica... Continue Reading →
Fridays with Fisher 
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