top of page
  • Writer's picturePeter C. Ciravolo

BC June 2023 Newsletter


Hello there!


We trust your summer is off to a great start!


Tax season is well over and Summer break is well underway. We hope that you are able spend as much time as your are able to with your family and friends. - Here is what we've been up to at BC Brokerage over the last month:


Check out Broc's appearance on the Elementality Podcast! How do we find partners who share our fiduciary mindset & prioritize clients' best interests? Abby Morton chatted with Broc Buckles about how to approach this.


We have been having more conversations around Long Term Care and LTCi

Do you understand the current insurance products available on the market?

  • Traditional LTC insurance

  • Hybrid/Asset Based LTC insurance

  • Life Insurance w/ Qualified LTC rider

  • LTC Annuities

Other LTC funding options:

  • Self-funding

  • Reverse Mortgage

  • Life Insurance w/ Chronic Illness Rider

  • Medicaid / Spend Down / Transfer planning

-


LTC insurance isn't about insuring the full amount anymore. It is about finding what risk the client wants to transfer, and what they are willing to budget for.

Insurance is a tool, and LTCi has leverage toward LTC costs. Plain and simple.

LTCi isn't completely about the insured, it is also a peace of mind for the family.


Check out our latest podcasts with:

























New Only Fee-Only podcasts!



We are at 52 episodes strong and have new episodes releasing weekly. Learn from other planners on how they are building their RIA.


Yes, we offer Ladder Life!



Pros: No medical exam under $3m guaranteed! Very quick if healthy. Cons: No living benefits, no convertibility, pricing 15-20% higher due to less underwriting requirementsLadder Life Link

Improvements are being made to the forms

on the BC website and advisor portal!





These forms are quick and more intuitive.

The UI and UX we are very excited with as well!




And that's a wrap! Thank you for being a part of the monthly BC Brokerage newsletter!





Our mailing address is: PO BOX 441032 Indianapolis, IN, 46244


Want to change how you receive these emails? you can update your preferences or unsubscribe from this list.

21 views0 comments

Recent Posts

See All
bottom of page