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I marvel at financial advisors who give advice based not upon knowledge but upon their own foolish assumptions. Case in point… Guy in his early 60’s married a younger woman some time ago. I met with the couple not long ago to talk about long term care planning. When he discussed our conversation with his [...]

I was in a home a while back doing a policy analysis for an older lady. It was one of those policies that provides a death benefit in addition to long term care benefits through an accelerated death benefit (It pays out a portion of the benefit prior to death – what ordinarily would seem [...]