EP 106 - Live with Madeleine, Katie & Dale (October 2025)

🔁 Refinancing Your Retirement: Life Insurance Strategies You’ve Never Heard OfWhat if that old life insurance policy your parents bought 20 years ago could actually fund their future care needs? 💡In this October edition of Live with Madeleine, Katie & Dale, we dive deep into a financial strategy most families have never heard of — refinancing your retirement using life insurance 🤯You’ll learn:✅ What a 1035 exchange is — and how it can turn outdated policies into modern benefits✅ The difference between traditional LTC policies and hybrid life + LTC plans✅ Why you might be sitting on a tax-free pool of funds without even realizing it✅ What families in the Sandwich Generation need to know before a crisis hitsPlus, we tackle real viewer questions in our live Q&A and bust common myths in our rapid-fire Fact or Fiction segment 🎯Hosted by:🏡 Dale Corpus — Senior Transition Specialist & Real Estate Expert💼 Katie Perez — Life Insurance & Care Funding Strategist❤️ Madeleine Fortich — Planning Advocate & Licensed Life Agent📄 Show notes: https://simplifyseniortransitions.com/bay-area-caregiver-crisis-the-unexpected-tool-that-can-fund-your-parents-senior-transitionIf you’re navigating a senior transition right now and trying to figure out the next step for a parent, here are some resources designed to help.⸻Resources for FamiliesIf you’re navigating senior living decisions, downsizing, or trying to determine the next step for an aging parent, visit:→ http://www.simplifyseniortransitions.com/familiesThis page provides guidance and resources specifically designed for families navigating senior transitions.⸻Resources for Senior Care ProfessionalsAnd if you’re a senior care professional who wants stronger positioning, clearer referral ecosystems, and more scalable systems for serving families in today’s evolving senior care landscape, visit:→ http://www.simplifyseniortransitions.com/professionals #exprealty #exprealtyproud #soldbydale #dre01305153 #SeniorTransitionSpecialist #SimplifySeniorTransitions #LifeInsurancePlanning #SeniorCareFunding #SandwichGeneration #RetirementStrategies #CareFundingSolutions #LongTermCare #1035Exchange #FinancialWellness #SeniorLivingSupport #BayAreaRealtorSupport the show