April 4, 2023 Solving today’s enigma of the state long-term care tax mandates of tomorrow Washington state imposed a tax to fund a long-term care program. What does this mean for your clients and could your state be next?
2 Ways To Use The SECURE Act To Drive Planning Opportunities December 30, 2020 The SECURE Act opens new opportunities for advisors to discuss long-term care planning, life insurance and guaranteed income with clients.