What is discussed in our first meeting?

Hello to all our new and returning listeners!

Because we've had a large increase in listeners, I thought I'd share what we discuss during our initial consultation (which costs you only time).

It's good for long time listeners to get a refresher as well.

Our first meeting, via phone or Zoom and sometmes in person, is mostly educational. It's impossible to make a decision on something as important as preparing for futue extended care needs unless we understand what we are deciding.

LTC insurance is not for everyone. It must fit in with the rest of your retirement plan in order to protect both your assets and your family.

You can view current (2024) and projected costs of several types of care where you live here

A 2025 update will be released in March, 2026.

You can schedule a phone or zoom meeting with me here

I look forward to meeting you and helping you to protect those you care about most.