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Episode 14 – A Deep Dive Into Longevity Planning – Part 2 – With Bill Comfort, CSA®, CLTC®
By now, you know that you MUST prepare for longevity as you approach retirement.
But what does the process look like? What are the available options for long-term care policies? How to fund a plan? What are the key policy elements?
In part two of this mini-series, Tim Whisler is once again joined by the president of Comfort Long Term Care, and the director of training and development for the certification in long-term care designation, Bill Comfort. This time, Bill takes a deep dive into longevity planning – all this to help YOU find and determine the best long-term care policy.
In this episode, you will learn:
Listen in to find out how policies in place allow individuals and families to transition from care provider to care supervisor!
Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 | Bill Comfort, CSA®, CLTC® | Comfort Long Term Care
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.
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By Tim Whisler
5
33 ratings
By now, you know that you MUST prepare for longevity as you approach retirement.
But what does the process look like? What are the available options for long-term care policies? How to fund a plan? What are the key policy elements?
In part two of this mini-series, Tim Whisler is once again joined by the president of Comfort Long Term Care, and the director of training and development for the certification in long-term care designation, Bill Comfort. This time, Bill takes a deep dive into longevity planning – all this to help YOU find and determine the best long-term care policy.
In this episode, you will learn:
Listen in to find out how policies in place allow individuals and families to transition from care provider to care supervisor!
Resources: Tim Whisler | The Whisler Agency | (309) 291-0491 | Bill Comfort, CSA®, CLTC® | Comfort Long Term Care
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.