Long-Term Care and Life Insurance: The Basics You Must Know

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

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While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end.

So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? In today’s episode, we’re going to walk you through two important types of insurance for retirees and pre-retirees to be familiar with: long-term care insurance and life insurance.
Here’s some of what we discuss in this episode:

0:00 – Intro

5:06 – The long-term care discussion

8:33 – The reality of long-term care

10:12 – Alternatives to long-term care

14:10 – Life insurance in retirement

16:06 – Types of life insurance for retirees

19:16 – Getting to know Frank

21:59 – Listener question
Turks and Caicos Story

https://www.foxnews.com/us/pennsylvania-dad-facing-turks-caicos-prison-time-ammo-charge-says-law-unintended-consequences

It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time