Trusted Advisors

Since 1970 we have designed, critiqued, and brokered Long-Term Care Insurance. We research and bring to you the highest rated plans for Long-Term Care Insurance in Ohio. With over 60 years of combined experience, we can provide knowledge and insight that can only be gained through experience in this market.

Broker Articles

  • Long-Term Care Articles:

    Providing For LTC, Retirement Needs And Legacy Planning With Guarantees - In these unsettling times, clients are looking for guaranteed ways to meet retirement and legacy planning needs more than ever. Fortunately, products exist that can be used to customize a strategy to meet client goals as well as their desire for safety. (July 09)

    Annuity / LTC Combos: Here They Come - The Pension Protection Act of 2006 includes some key provisions that address for the first time the taxation of combination annuity plans featuring LTC insurance. (June 09)