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Advances in medicine, technology and health awareness have allowed us to live longer. However, with greater longevity comes the risk of eventually needing some type of extended health care. How your clients prepare for that possibility directly impacts the security of their entire portfolio and can pose one of the greatest threats to their retirement income security.
As health care costs continue to rise, more and more people are wisely deciding to assign the risk of needing long term care (and the financial impact that comes along with it) to an insurance company through a hybrid life and long-term care insurance policy.
After we assess your clients’ personal situation, we can help them design a policy and plan that are individually tailored to protect their assets now and in the future for a variety of situations. These plans can help:
Cover the costs of long-term care,
Provide emergency funds when clients need access to liquid assets, and
Create a financial legacy they can leave to their loved ones or favorite charity.
CHURCHLEY FINANCIAL GROUP LLC
3000 Lawrence Street
Denver, CO 80205
T: 303.468.2100
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. CHURCHLEY FINANCIAL GROUP, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
ANY TAX ADVICE CONTAINED HEREIN IS OF A GENERAL NATURE AND IS NOT INTENDED FOR PUBLIC DISSEMINATION. FURTHER, YOU SHOULD SEEK SPECIFIC TAX ADVICE FROM YOUR TAX PROFESSIONAL BEFORE PURSUING ANY IDEA CONTEMPLATED HEREIN. THIS ADVICE IS BEING PROVIDED SOLELY AS AN INCIDENTAL SERVICE TO OUR BUSINESS AS INSURANCE PROFESSIONALS.