Cliff’s Notes – Nov 2017

Cliff’s Notes – Nov 2017

As we near the end of Long Term Care awareness month, I’d like to throw out some thoughts on why this is so very important and what you need to be talking to your clients and prospects about. Traditional Long Term Care insurance used to be the only means of protection...

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Five Questions about Long Term Care

Five Questions about Long Term Care

What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that's given by professional...

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Cliff’s Notes – Oct 2017

It’s been quite a while since I’ve sent out a version of Cliff’s Notes, but I just wanted to take you back in time a bit and fast forward to what I am seeing today. I just want to share some experiences that I have had in the Impaired Risk Life Insurance market.  Back...

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National Estate Planning Awareness Month

It's National Estate Planning Awareness Month. By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives....

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Cliff’s Notes, Dec 2014

Well, another year has come and gone and I hope you have had a great one, both personally and in your business. Personally, I always see room for improvement in both of these areas in my own life. With that being said, my focus for 2015, will be the same as it was in...

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