Banking With Life Podcast

← Banking With Life Podcast25 sep · 43 min

A Better Way to Plan for Long-Term Care (Part 2) - Roger Cantu - (BWL POD #0308)

A Better Way to Plan for Long-Term Care (Part 2) - Roger Cantu - (BWL POD #0308)25 sep43 min

In this episode of the Banking With Life Podcast, James continues his conversation with his friend Roger Cantu about asset-based long-term care and the importance of planning ahead. They discuss life insurance and annuity-based solutions, tax advantages, underwriting, and the different ways a long-term care plan can be structured and funded. They also explore how planning ahead can help protect assets while reducing the financial and personal burden placed on spouses and family members. As always, we hope you enjoy the episode, and thank you for listening!

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