Entries by Aaron Skloff, AIF, CFA, MBA
Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University
Long Term Care University – Question of the Month – 11/15/19 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]
Insure or Self-Insure for Long Term Care – Long Term Care University
Long Term Care University – Question of the Month – 11/15/19 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]
Convert an Old Annuity to a New Hybrid Annuity with Long Term Care and Get 5 Times the Value in Tax Free Long Term Care
Click to Enlarge Convert an Old Annuity to a New Hybrid Annuity with Long Term Care and Get 5 Times the Value in Tax Free Long Term Care 73% of Annuity Owners Intend to Use Their Annuity for a Catastrophic Illness or Nursing Home Care Many consumers purchase an annuity based on their existing and […]
Understanding Hybrid Annuities with Long Term Care
Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read the Understanding Annuities article and the 1035 Tax-Free Exchange article. Can you please explain Hybrid Annuities with Long Term Care (LTC)? The Problem – Paying for a Long Term Care with a […]
Understanding Single Premium Immediate Annuities
Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read the Understanding Annuities article and are interested in single premium immediate annuities (SPIAs). Can you please explain SPIAs? The Problem – Guaranteed Lifetime Cash Flow There is a scarcity of guaranteed lifetime […]
Understanding Fixed Indexed Annuities
Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read the Understanding Annuities article and are interested in fixed indexed annuities (FIAs). Can you please explain FIAs? The Problem – Fixed Indexed Annuities (FIAs) Can be Confusing Fixed index annuities (FIAs), also […]
