038 – A Couple of Strategies to Preserve Family Wealth

Everyone wants to protect money from long term medical care costs and preserve family wealth.  There are many possible ways to do this – some are obvious and some aren’t.  In fact, some are so obscure that people don’t even realize they exist.  This episode discusses two of the more obscure – yet simple – strategies to protect money: (1) buying your loved one’s life insurance policy for cash value; and (2) paying your elderly loved one’s long term care insurance premiums if they can no longer afford them.  Give it a listen to learn more.

Talk to you soon.

Casey ([email protected])

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