))
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
«
»
Long-Term Care and Life Insurance: The Basics You Must Know
Manage episode 419762096 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
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
15 episodes
Share
