Quotes, Interviews & By-Lines

Long-Term Care and Healthcare In Retirement are important topics today for Americans, and they're seeking expert advice to address their planning needs.  Below, you will find numerous items featuring INERTIA strategists in national and regional media outlets. 

Click on the image to the left to read How Much Insurance Do Your Clients Really Need?, published August 14, 2023


by the author Ben Mattlin about

the need to quantify potential Long-Term Care (LTC) needs as part of the LTC Planning process.

Click on the image to the left to read 'The Ins And Outs Of The '1035 Exchange',  published August 4, 2023


by the author Ben Mattlin about a way

to use an insurance carrier quirk to create a joint-life LTC Plan out of a single-life 1035 Exchange.

Click on the image to the left to read Aging Parents Are The New 'Children', p



by the author Carol Roth, who is the Creator of the Future File® legacy planning system, a national media personality, billion-dollar dealmaker, brand spokesperson, investor, board member & bestselling author.

Click on the image to the left to hear a replay of INERTIA affiliate Rob Klein on WNZF 106.3 in Daytona Beach, FL. Rob was invited to be a guest of Dave Holland, CFP on his weekday radio program; where he discussed a variety of issues with respect to Healthcare In Retirement.  

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