2019 Milliman Long Term Care Insurance Survey
For the 21st consecutive year, Milliman has released their annual review of stand-alone (aka “traditional”) long term care insurance that has been published in the July issue of Broker World. 11 carriers were involved at a significant level in providing a wide range...
2019 National Long Term Care Insurance Price Index
Read more from the 2019 National Long Term Care Insurance Price Index published by the AALTCI
Why 8,000 Is The Most Important Number For Your Retirement Plan
This Forbes article published by Joseph Coughlin discusses important factors in retirement planning. "According to the Social Security Administration, an American male at 65 years old is likely to live an average of another 20 years. Likewise, an American woman, on...
Tobe Gerard’s Interview with Doctor’s Choice Regarding Long Term Care Insurance
Happy to have been interviewed to share some insights on long term care and long term care insurance. Thanks to Doctor’s Choice for the opportunity! https://youtu.be/mKEPxT0L6Oc
How to Curb the High Cost of Caregiving
How to Curb the High Cost of Caregiving Barron's By: Reshma Kapadia March 17, 2018 Caregiving is often so easy at the start, you don’t even think of it as caregiving. It’s a few days off from work to accompany Dad for medical tests, or a couple of hundred dollars a...
The Long Term Care Insurance Dilemma
This Kiplinger’s article talks about what to do in lieu of the rate hikes that policyholders have been experiencing if they purchased their policies from about the mid 1970’s through about 2005. The key takeaway is “Don’t drop your policy if you’re faced with an...
Considering Long Term Care Coverage? Here’s a Reality Check
As more people are thinking about long-term care planning for their elder years, the industry is responding with ever more options. However, complete coverage may be out of reach for most people. Younger generations are taking notice, whether to encourage their...
Why the WSJ is Wrong About Long Term Care Planning
Unlike the recent article in the WSJ, this Forbes article debunks a lot of misconceptions about LTCi and offers the product solid reviews for what it does do rather than what it doesn’t! Click here to read the full article...
Tobe Gerard Interview on Your Money, Your Taxes, Your Wealth
Tobe Gerard is interviewed by Jarod Bloom on the program Your Money, Your Taxes, Your Wealth. During the interview Tobe provides valuable information regarding Long Term Care Insurance.
4 Financial Moves to Make If You’re Single
Whether you're single by circumstance or by choice, not being part of a couple can pose a number of financial challenges. Not only might you lose out on certain tax benefits, but you'll be limited to a sole income to cover life's expenses. That's why it's critical to...