A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
Life Insurance (Consumer) Blogposts
Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning
Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU
Video: Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...