Retirement & Estate Planning
Walt is the Frank M. Engle Distinguished Chair in Economic Security Research, Vice President of Academic Affairs and Dean of The American College. walt.woerheide@ TheAmericanCollege.edu
Strategies involved in managing a senior’s distribution portfolio Read More >
Stephen is the Senior Vice President of Long Term Care Associates, Inc.
Do you remember how brisk long-term care insurance sales were in the 90’s? Remember when we didn’t have DRA Training Requirements, and no Google ads offering FREE quotes? Remember when we didn’t have Potential Rate Increase Disclosure forms? You know what else we didn’t have back then either…? Read More >
Find out why advisors are out of touch with prospective Gen Y clients. Read More >
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