Case Study and update: LTC annuity with tax-free income for care

This is always a busy time of year for me. I know it happens every year, and I need to remember to adjust my schedule a bit after Labor Day. This is the time when all the people I've been working with decide that they need to get a plan in place by year end. And they're reaching out now to get moving. I'm thankful to be the specialist you choose to manage this part of your retirement plan, and will gladly help. So today, I'm reposting a case study of a gentleman I helped in 2023. The plan we designed for him is performing better than we had projected, and he's very happy. Take a listen and then schedule with me to start preparing for your tomorrow https://calendly.com/diane-p4t/30min