Blog

  • This podcast might save you or your family a lot of money and heartache!

    June 5, 2019

    Our own Managing Partner, Katie O’ Rourke, was featured as an expert guest on the Essential Boomer. Katie is an honorary boomer and as we all know, a 30 year veteran of the insurance industry and Managing Partner of…

  • Long Term Care Facts Don’t Lie

    February 24, 2019

    Long Term Care Facts Don’t Lie … Could This One Mistake Cost You Your Retirement Savings? You’ve worked hard all your life and now it is time to retire. You’ve got your expenses figured out and it looks like…

  • Baby Boomers Prepare for the Financial Care of Aging Parents in California

    February 12, 2019

    As we know, in our society it’s considered impolite to ask someone about their finances. Many adult children hesitate to inquire about the exact state of their parents’ finances for fear that their parents will think that the real…

  • Long Term Care Insurance in Estate Planning: A Key Piece to the Puzzle

    December 15, 2018

    When people reach their fifties, they typically begin to consider estate planning. One of the main elements which needs to be taken into account during this planning, is the living will. It is a vital part that gives you…

  • Affordable California Long Term Care Insurance Premiums

    November 3, 2018

    My husband and I are in our fifties.  A few years ago we were looking for affordable California Long Term Care premiums. We did our research,  decided to take the plunge and purchased Long Term Care insurance (LTCI).  Most…

  • Long Term Care Insurance and Healthcare Professionals

    September 10, 2018

    Ask most any nurse, doctors, or health care professionals the value of long-term care planning, and you are bound to get stories of joy, love, compassion, perseverance. Ask again, and you may get the stories of sadness, desperation, fear,…

  • Do Long Term Care Insurance Numbers Make Sense for The Policyholder?

    August 18, 2018

    According to a recent article published by the National Association of Health Underwriters it was disclosed that, “a 60-year-old who pays premiums through age 82 (on a statistically representative policy), then show how 22-years of premium payments would quickly…

  • What Are These Celebrities Saying About Long Term Care?

    June 22, 2018

    Angela Basset, Rob Lowe, Jim Nantz, Maria Shriver, Zachary Quinto, and Maggie Gyllenhaal recently shared their experiences and thoughts on the issue of “having that conversation” with a loved one regarding long term care planning. We have helped over…

  • Choice & Dignity

    June 18, 2018

    Aides can come into your home, but these costs are not usually covered by ordinary health insurance policies and Medicare. These expenses can quickly deplete your nest egg, no matter how much you’ve saved. This is when long term care…

  • Life Insurance with Long Term Care Benefits

    June 14, 2018

    If traditional long term care insurance premiums and policies aren’t a good fit for you, but you still want to protect your assets and your family against the exorbitant costs of long term care, we have a solution for…

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