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Inappropriate Annuities May Jeopardize Long-Term Care Options

Inappropriate Annuities May Jeopardize Long-Term Care Options

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More often than not when reviewing a breakdown of a client’s current financial status during an initial long-term planning consultation, I find one or more annuities in either the asset or the income column. And, often the client isn’t sure what type of annuity they have or how the annuity might affect their ability to qualify for… Continue Reading

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