Articles

What You Need To Know About The “Public Option” For Long-Term Care Insurance

Posted by on Jun 9, 2011 in Long-Term Care Insurance | 0 comments

The CLASS act stands for Community Living Assistance Services and Support Act, and is Title VIII of the Health Care Reform Bill. It is a legacy of the late Senator Ted Kennedy. The plan creates a voluntary government run long-term care insurance program and is effective January 1, 2011. However, the Department of Health and Human Services has until October 1, 2012 to design the plan, and it is not anticipated to be ready until 2013. View Our...

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How A Long Term Care Insurance Trust Can Increase The Value Of One’s Estate

Posted by on May 10, 2011 in Long-Term Care Insurance | 0 comments

Achieving the top strata of net worth has its advantages and its challenges. To address the challenges, persons of exceptional wealth enlist the assistance of trusted advisors to manage their planning needs. There are many risks subject to such management, not the least of which is the risk of a debilitating injury or illness, or onset of a chronic condition requiring extended health care. Why should ultra-high net worth clients address this risk? Why should financial advisors include planning for this risk alongside traditional wealth...

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Executive Benefits Under Scrutiny: How to Reward and Retain Top Talent

Posted by on May 10, 2011 in Executive Benefits | 0 comments

Executive compensation unquestionably is a hot-button topic. The recent focus is hardly unexpected in a time when multi-billion dollar bailouts have become the norm. Corporations are experiencing a backlash of shareholder and public outcry regarding lavish pay and bonuses. This heightened scrutiny is not limited to bailout beneficiaries: shareholders of businesses at all levels are examining how their upper-level management is being compensated and whether that compensation bears a relationship to results. But compensation is not the only...

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Long Term Care Planning: A Profound Shift In The Making

Posted by on May 10, 2011 in Long-Term Care Planning, LTC Coverage | 0 comments

Why affluent clients with no LTC coverage may be at risk. Read Anthony Stratidis’ article from the National Underwriter. Download The Full Article

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Smart Solutions for Affluent Clients and Family Offices: Addressing Extended Care Planning Needs for Family Office Clients

Posted by on May 10, 2011 in Long-Term Care Insurance | 0 comments

Achieving the top strata of net worth has its advantages and its challenges. To address the challenges, persons of exceptional wealth enlist the assistance of family offices to manage planning needs and day-to-day affairs. The purpose of this strategy is easy to understand. A family office offers the client the valuable expertise of trusted advisors and experts, the most effective and up-to-date solutions and time savings. There are many risks subject to such management, not the least of which is the risk of debilitating injury or illness or...

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