Confused about long-term care insurance? Please watch this 12 minute educational video by Phyllis Shelton.
Dec 12
How Much Does Long-Term Care Insurance Cost?
Compare Hybrid and Traditional Long-Term Care (LTC) Insurance Traditional LTC insurance (LTCi) is a standalone policy that reimburses you for eligible long-term care services in exchange for a premium that in most policies can increase. The premium is waived while you are receiving benefits. If you do not need care, your premium stays with the …
May 25
Medicare Supplement vs. Long-Term Care Insurance
Why do many financial advisors tell clients they can self-insure for long-term care but advise them to buy supplemental coverage to Medicare? This question has plagued me for 30 years. Why This Question Matters The primary reason this topic is so important is that the most common objection my team and I encounter regarding long-term …
Feb 09
Long-Term Care Insurance Tax Deduction for Greater Than 2% Shareholders of S-Corporations
For those who have wondered how the long-term care insurance self-employed tax deduction works for owners of S-Corporations, this straightforward explanation clears it up.
Jan 01
What your state lets you keep, effective 1/1/2026
This is a table that shows the minimum assets and income each state allows nursing-home residents and their spouses to keep.
Dec 07
A Guaranteed Plan in a Volatile Market
If you are an investor, think about your portfolio right now. How pleasant would it be having to pull $6,000 a month from it today for eight hours a day of home care? Or $18,000 a month 20 years from now? Or $24,000 a month 30 years from now? Which stock or property would you sell? If …
Dec 24
The Question Every [Millennial / Gen X / etc.] Should Be Asking Their Parents
Okay. You need a grownup question to ask your parents besides, Can I borrow the car keys? Or Have you seen my car keys? When am I going to get a car? Can I get a raise on my allowance? Can I have a toy, ice cream, ANYTHING? You are WAY PAST those whiny ones. …
Nov 23
LIVE Phyllis Shelton Webinar Dec 3rd at 1 pm EST
Did you miss it? NO PROBLEM. Just click here:“Everything You Need to Know About LTC Insurance But Were Afraid To Ask”www.buddyins.com/suze-orman Hey everyone! Wasn’t the webinar with Joy Loverde on “Who Will Take Care of Me When I’m Old?” fantastic? I will be listening to it a couple more times! So many of you submitted questions about …
Jun 02
Own Life Insurance and Need Money? The Sicker the Better
Don’t cancel a life insurance policy without reading this. You could be throwing away thousands of dollars.
Now Available
The ABCs of Long Term Care Insurance
- PLUS -
Protecting Your Family
With Long-Term Care Insurance
- PLUS -
Protecting Your Family
With Long-Term Care Insurance
GET BOTH BOOKS for only $29.95!
Phyllis Recommends
