The Main Street Code – Long-Term Care, Inheritance & Beneficiary Planning - S7E21

from Neil Himmelstein Presents: The Main Street Code for Financial Success · host Neil Himmelstein

Welcome to The Main Street Code for Financial Success!In this episode, Neil Himmelstein discusses how older life insurance policies and annuities can be repositioned to help cover long-term care needs. He also explains why beneficiary designations on life insurance and annuities matter, how inherited accounts can trigger tax issues, and why lump-sum payouts to younger heirs often need careful planning. Neil’s message is simple: your strategy should change as your life changes, and good planning can help protect both your care needs and your legacy.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.Catch episodes on YouTube, Spotify & Apple Podcasts.Visit ⁠www.themainstreetcode.com⁠ for more information.

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This episode is 20 minutes long.

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This episode was published on May 26, 2026.

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