Tag Archives: Retirement

Aid And Attendance

Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading

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Creative uses for small survivorship life

Watch our latest BREW for solutions to¬† get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading

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Hybrid Solutions to funding LTC

Watch this video to see how asset based solutions can protect your clients in the event of extended nursing care in their golden years. Continue reading

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C-L-A-T

Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading

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The Weekly Brew- Secure Retirements

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Election Periods

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