Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Long Term Care - 10 Key Questions
When exploring long term care planning, it is important to ask your insurance broker and financial services the right questions.
Here are 10 key questions to consider:
1. What are your qualifications and experience in long term care planning?
2. What are the types of long term care insurance options?
3. How much does long term care insurance generally cost?
4. How does long term care planning fit into my overall financial plan?
5. What are the benefits and drawbacks of various long term care insurance options?
6. What happens if I outlive my long term care insurance benefits?
7. What other strategies can I use to fund long term care beyond insurance?
8. How do I know if I qualify for long term care benefits?
9. Are there any tax implications related to long term care planning?
10. How will my long term care plan be monitored and adjusted over time?
Obtain this checklist and much more. Contact us today, you'll be glad you did.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
Plans We Represent [Listed Here]
A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.
Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.