Don’t Be An [Insurance] Grinch: End of Year Insurance Planning Ideas

Time to “deck the halls” with some great end-of-year insurance planning!

Listen to this special insurance-focused Life Happens Radio podcast, to hear some valuable tips you may not have considered for your insurance plans within your overall financial plans.

Bob Vandy and Brian Johnson have a “fireside chat” with you about:

• Family conversations around the holidays (what a better time to bring up the importance of Long-Term Care planning?!)

• A little known, but very attractive, insurance tax incentive you may be missing

• And… some additional thoughts on how to best protect your well thought out retirement and financial plans!