Long Term Care University – Question of the Month – 06/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and ‘1035 Tax-Free Exchange‘. Can you please explain Hybrid Annuities with Long Term Care (LTC)? The Problem – Paying for a […]
Skloff Financial Group Question of the Month – June 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How to Complete a Backdoor Roth IRA’. What other strategies can we use to build our Roth savings? The Problem — Building Tax-Free Savings Roth Individual Retirement Accounts (IRAs) are highly desirable for retirement savers […]
Long Term Care University – Question of the Month – 05/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Life and Long Term Care Insurance (LTC) policy. Can we pay for Hybrid Life and LTC policies over […]
Skloff Financial Group Question of the Month – May 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: Since our income exceeds the eligibility limit for Roth IRA contributions, what other strategies can we use to build my Roth savings? The Problem — Building Tax-Free Savings Roth Individual Retirement Accounts (IRAs) are highly desirable for […]
Long Term Care University – Question of the Month – 04/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the OneAmerica State Life Asset Care Hybrid […]
Long Term Care University – Question of the Month – 04/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Brighthouse SmartCare Hybrid LTC policy? Overview. Brighthouse […]
Long Term Care University – Question of the Month – 04/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the John Hancock LifeCare Hybrid LTC policy? […]
Long Term Care University – Question of the Month – 04/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters II Hybrid LTC policy? […]
Long Term Care University – Question of the Month – 04/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters Together Hybrid LTC policy? […]
