EPISODE · May 23, 2024 · 26 MIN
Long-Term Care and Life Insurance: The Basics You Must Know
from The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management · host Frank Oliver
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 – Intro5:06 – The long-term care discussion8:33 – The reality of long-term care10:12 – Alternatives to long-term care14:10 – Life insurance in retirement 16:06 – Types of life insurance for retirees19:16 – Getting to know Frank21:59 – Listener question Turks and Caicos Storyhttps://www.foxnews.com/us/pennsylvania-dad-facing-turks-caicos-prison-time-ammo-charge-says-law-unintended-consequencesLearn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time Phone: (720) 897-8463Contact our team: https://www.oliverassetmanagement.com/contact#CalendlyIt’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09 Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-requestCheck out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheetsAccess your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisorAttend an upcoming event: https://www.oliverassetmanagement.com/events Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQFacebook: https://www.facebook.com/OliverAssetManagement/LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/
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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 ...
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Long-Term Care and Life Insurance: The Basics You Must Know
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