Quotes, Interviews & By-Lines
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.