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"The Swiss Army Knife of Insurance Planning"

 Insurance planning is often a challenge. We never know when “Life Happens” and it’s vitally important that we plan for the unexpected. There is some good news: advances in insurance policy design have made today’s designs more flexible and encompassing than ever before.

What if you had an insurance policy that protected your loved ones in the event of your premature death? Well, most of us understand the importance of having the right type and amount of life insurance. But, what if that SAME policy also provided benefits for an extended, chronic or long-term care event? And what if that SAME policy allowed you to get ALL of your premiums back later on – guaranteed – if you decided you didn’t want it anymore? AND, what if that SAME policy allowed you to get a GUARANTEED income later on, while preserving at least some of those same life insurance AND chronic or long-term care benefits?! Many of these policies also allow you to combine your insurance and legal planning TOGETHER!

Listen to the June 9th podcast to hear co-hosts Bob Vandy and Lou Pierro discuss more about these innovative, cutting edge products, and how you can make them a part of your overall planning!

Earlier Event: June 2
"Anatomy of a Home Care Case"
Later Event: June 22
"Estate Planning Life Cycle"