Friday, September 2, 2011

Worksite Education Pays Dividends

Many businesses have been challenged by the economy and with their benefits.  Everyone has felt the pinch as medical insurance and the cost of medical care have increased.  Small business owners are seeking ways to attract & retain their top employees.  The best way to protect tax deferred savings is to educate employees about long term care planning options.  I have been holding workshops for employers and employees so they may learn the best way to protect their families and also, for the employer, how to protect productivity.  Several benefit brokers have enlisted my help to bring new solutions to their clients without impacting the budget.  They are not waiting for Health Care Reform to change their business.  We are taking a proactive approach to help employers get ahead without busting the budget.  To learn more send an email to
It was a pleasure working with you.  Thank you for walking us through the process.  We feel very comfortable about our decision to get long term care insurance.   Susan M.

Saturday, January 22, 2011

This has definitely been a year of changes for many of us. I like to start the year with a plan to improve on the last one. Besides the usual proclamations I am finding that folks are concerned about retaining their independence and not being a burden on family. My clients tell me that they do not want to be dependent on government plans for their retirement or care. I have included a link to a short video that addresses planning. After all if you read any of my previous posts, we are all better off with a plan than without one. Here is the link to the video. Let me know what you think. Just compy and paste in the browser.
I have also included a link below to the book Dignity for Life: 5 Things You Should Know Before Considering Long Term Care Insurance and an insert on the Class Act.