LTC Hybrids Offer Flexibility and Leverage

Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from traditional LTCI policies since there’s no guarantee they’ll use it, and they don’t...

More State LTC Mandates coming?

Jack Nachtrab Life Insurance Consultant In 2022, the State of Washington started to require that all residents have long term care and mandated a new payroll tax where people were taxed to pay for their future, state sponsored LTC. The LTC benefits provided by the...

Coverage Options For Business Owners

Jack Nachtrab life Insurance Consultant As tax season rolls along, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners when it comes to Life, DI, and LTC...

Tax Planning Season is Never Over

As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way.  Chris Wholehan, President Wholehan Marketing...

An Often-Overlooked Tax Deduction

Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill.  This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan.  Not only does a LTCI plan...