Entries by f2819644

Top 6 Most Frequently Asked Questions (FAQs) about the New York State Partnership for Long Term Care Video 2014

By Aaron Skloff, AIF, CFA, MBA Question 1. Will my NYSPLTC policy pay for long term care both inside and outside of New York? Answer 1. Yes. NYSPLTC policies will pay for long term care both inside and outside of New York. Question 2. After using up my NYSPLTC policy’s benefits, can my assets still […]

Understand the Impact of the Investment Surtax – Independent Press – 08/06/14

    The Independent Press Understand the Impact of the Investment Surtax Money Matters – Question of the Month – August 6, 2014 By Aaron Skloff, AIF, CFA, MBA Q: What is the new investment surtax and how can we avoid some or all of it? The Problem – New Investment Surtax Can Cost You […]

New York State Partnership for Long Term Care – Long Term Care University – 07/15/14

    Long Term Care University – Question of the Month – 07/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies.  Can you explain what that means, what advantages it may provide and if the New York State Partnership for Long Term Care is […]

Combination Annuity and Long Term Care Insurance with Inflation Protection – Long Term Care University – 06/15/14

    Long Term Care University – Question of the Month – 06/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: We read your first Long Term Care University article on Combination (or Hybrid) Annuity and Long Term Care insurance policies and decided to purchase a Combination policy. Can we purchase inflation protection on Combination […]

Combination Annuity and Long Term Care Insurance Versus Traditional Long Term Care Insurance – Long Term Care University – 05/15/14

    Long Term Care University – Question of the Month – 05/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (or Hybrid) Annuity and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Paying for Long Term Care […]