Archive: Michael Donnan, CLTC

Long-Term Care Insurance (LTCI) a Protection Planning Tool

Long-Term Care Insurance (LTCI) In return for your payment of premiums, a long-term care insurance (LTCI) policy will pay a selected dollar amount per day […]

Making the Most of Medicare’s Open Enrollment Period

With Medicare’s open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season […]

How family offices are investing directly in businesses

For decades, corporations, public market investors and private equity firms with deep pockets got the attention of business owners seeking new investors or an influx […]