Steadfast Care Planning

Kelly Augspurger

Funding the Care Plan: Understanding Your LTC Insurance Options with Frank Iozzo

1 EYL, 202651 DAK

Bölüm Hakkında

Send us Fan Mail What if self-funding long-term care isn't the best strategy—even if you have the assets? Frank Iozzo, fiduciary financial planner and founder of FMI Financial, joined Kelly Augspurger on the Steadfast Care Planning Podcast to explore some of the biggest misconceptions surrounding long-term care planning and the financial decisions that could impact your future. Not every insurance solution works the same. Waiting too long can change your options. And relying solely on your portfolio may come with risks many people never consider. Whether you're planning for yourself, helping aging parents, or advising clients, this conversation offers practical insights that could change the way you think about protecting your family, finances, and legacy. For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com. To explore your options for long-term care insurance, click here. Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC. Come back next time for more helpful guidance!