Alterra Advisors
Category: Insurance Planning
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.
read more
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
read more
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
read more
Coping with an Inheritance
A windfall from a loved one can be both rewarding and complicated.
read more
Details More People Should Know About Medicare
Before you enroll, take note of what the insurance does not cover and the changes ahead.
read more