Planning & Protection Topics

Affordable Health Insurance How does it work?

Annuity Definitions - The Glossary of Terms 

What Are Some Of Reasons For Being Declined For Insurance Coverage?

What does it mean to "Bank On Yourself"? 

409 Executive Benefit 

What is a 409 Executive Benefit and how does it work?

BOLI (Banked Owned Life Insurance)

Buy Sell Arrangement

COLI Corporate Owned Life Insurance

Disability Income Strategies

ESOP (Employee Stock Option Plan)

Key Person Insurance Benefits

Phantom Stock Purchase

Premium Financed Life Insurance

Restricted Endorsement Bonus Arrangement (REBA)

Split Dollar Agreement

When to consider using it.

Deferred Compensation Arrangement

LTIP Long Term Incentive Plan

What is it and how does it work? 

Supplemental Retirement Plan (SERP)

What is SERP and how does it work?

Aging Parents - When do you become your parent's parent?

Caregiving a Woman's Issue - How are women impacted? 

Caring Conversation - 

Charitble Giving

What are Continuing Care Retirement Communities & How do they work?

Cost Segregation

Credit card merchant audit 

Crisis Planning - When might it be considered?

Debt Reduction Strategies 

What to think about in order to eliminate debt.

What is a Deferred Annuity and How Does It Work?

How a Charitable Remainder Unitrust Works

Genworth- Caregiving

Hearts & Minds. Consumer Study LTC Insurance

Hospital Indemnity Coverage. Why would you consider it?

How Not To Tear Family Apart ( Family Edition )

How Not To Tear Your Family Apart

LTC & 1035 Exchange

Critical Illness Life Insurance - How does it work?

Final Expense Life Insurance - How does it work?

Mortgage Insurance Protection. How does it work?

Types of Perment Life Insurance Coverage How does it work?

Term Life Insurance How does it work?

Variable Life Insurance - How does it work?

What is a life insurance settlement and how does it work?

Life Insurance - Universal Life for Kids

The importance of a Durable Power of Attorney & Living Will.

Long Term Care - 10 Key Questions

What is the financial impact to you?

What are Instrumental Activities of Daily Living & Impact of Aging?

What are the State Long Term Care Insurance Plans?

Long Term Care - Ways to Save Money

Long Term Care - What are the care options?

NAIC Long Term Care Consumer Guide

What you need to know about Long Term Care

Who pays for long term care?

Paying for long-term care can be challenging and expensive. 

Long Term Care Guide

Annuity Care- How does it work?

How does an Asset Based, Hybrid Long Term Care Insurance policy work?

Traditional Long Term Care Insurance- What are the options and how does it work?

What are some tax saving methods to fund long term care insurance?

The Federal Long Term Care Insurance Program- What is it? Who's eligible? Is it the best option for you?  

What is a life insurance policy with a chronic illness 101g rider?

Long Term Care Self Assessment - Are you considering long term care and what your options might be?

WASHINGTON State Long Term Care Program.   How does your state compare?

Long Term Care- Can you self insure?

What are Activities of Daily Living (ADL's)

Long-Term Care & Filial Responsibility- What is the impact to a family?

The Many Faces of Caregiving. A Portrait of Caregivers. 

Medicare & Long Term Care

Mind Your Elders- 

NAIC Cancer Insurance Guide

NAIC Pet Insurance Guide

Paying for Long Term Care

Property Tax Audit.

What is it and how does it work?

QLAC -Qualified Annuity

R&D Tax Credit

What is it and how does it work?

What is a ROTH IRA & why to consider one for your retirement planning strategy?

Required Minimum Distribution Revised Edition

Retire Your Risk. Annuity Glossary

Retirement Checklist

Social Security Maximization- Get the most from your Social Security Benefits.

State Long-Term Care Partnership

Taking Care of Tomorrow

Tax Free Long Term Care

What is the Invisible Patient - Are you one?

Women - The Financial Decision Makers.

Work Comp Insurance Audit

What is it and how does it work?

Workers Compensation Credit

What is it and how does it work?

College Funding & Youth Savings

What are some options for preparing for a higher education?