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Newsletters & Case Studies
Get the latest news and information for Long Term Care Insurance.
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Legacy Rescue Asset Transfer
Mary is a lovely 74-year-old widow with two adult children. Both of her adult children are married and have children of their own....
Nick Carroll
May 11, 20211 min read
80 views
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Using an IRA to Fund Long-Term Care Planning
Here is a case study of a 60-year-old couple with the following assets: Home: $425,000 – (all paid for) Savings: $150,000 Husband’s...
Nick Carroll
May 11, 20211 min read
65 views
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Crisis Planning - Actuarially Sound Annuity : Lopes Annuity
John (78) and Sarah (72) Problem: John has been admitted to the Nursing Home at a cost of $15,000 per month. The concern is to protect...
Nick Carroll
May 11, 20211 min read
90 views
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3 Options for a 55 Year Old Couple
What follows are 3 options this healthy couple can choose from with products available in 2020. Traditional LTC policy The couple can...
Nick Carroll
May 11, 20211 min read
59 views
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The Elephant in the Room - LTC Rate Increases
The need for long term care insurance has never been greater! Longer life expectancies, rising costs of care and the desire to be able to...
Nick Carroll
Mar 21, 20201 min read
49 views
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Life Insurance That Pays - While You Are Alive!
Today’s life insurance policies provide the best of both worlds. Not only will they pay upon death, but these newer plans will enable...
Nick Carroll
Mar 21, 20201 min read
45 views
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Why Women Need Long-Term Care Planning!
Understanding the consequences of a long-term illness is half the equation. The other half is taking action. When a spouse, parent or...
Nick Carroll
Mar 21, 20201 min read
47 views
0 comments


Great News for CT Residents – Short-Term Care Insurance.
Take the first step to protect your dignity, your independence, and your legacy. For those who have considered long-term care insurance...
Nick Carroll
Mar 21, 20201 min read
41 views
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