by Chris Wholehan | Mar 8, 2022 | Long Term Care, Tax
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...
by Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax
President, Chris Wholehan Are any of your clients business owners? Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement. Or perhaps they could benefit from...
