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The Millennial’s Guide to Retirement Planning
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Empowering clients to protect their families, financial security and legacies through customized extended care planning.
Research conducted by aplaceformom.com states that 70% people who turn 65 will need some Long-Term Care (LTC). And age isn't the only reason. A chronic illness or debilitating injury that keeps you from living on your own or properly caring for yourself can happen no matter how old you are. Many people also think that the costs of long-term care will be completely covered by health insurance or Medicare—but they're typically not. That's why it's important to have a plan in place. I will help you figure out the best option for you and your loved ones.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4