Long-Term Care and Life Insurance: The Basics You Must Know
Long-Term Care and Life Insurance: The Basics You Must Know
May 23, 2024

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. In today’s episode, we’re going to walk you through two important types of insurance for retirees and pre-retirees to be familiar with: long-term care insurance and life insurance.

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end.


So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? In today’s episode, we’re going to walk you through two important types of insurance for retirees and pre-retirees to be familiar with: long-term care insurance and life insurance.


Stay tuned until the end of the episode to learn about the man who had the biggest impact on Frank’s career in our getting-to-know-you segment. Then, Frank will answer a listener’s question about what to do with the QDRO (Qualified Domestic Relations Order) they received as part of a divorce settlement.


Here’s some of what we discuss in this episode:

0:00 – Intro

5:06 – The long-term care discussion

8:33 – The reality of long-term care

10:12 – Alternatives to long-term care

14:10 – Life insurance in retirement

16:06 – Types of life insurance for retirees

19:16 – Getting to know Frank

21:59 – Listener question 


Turks and Caicos Story

https://www.foxnews.com/us/pennsylvania-dad-facing-turks-caicos-prison-time-ammo-charge-says-law-unintended-consequences


Subscribe & follow the show for free on your favorite apps:

Helpful Resources:

Learn more about the T.I.M.E. planning process by clicking here.


You can also schedule a free planning session with Frank Oliver and the team by clicking here.

Get your copy of Frank's book!

By Ryan Wilson August 28, 2025
A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
By Ryan Wilson August 28, 2025
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
By Ryan Wilson August 28, 2025
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
By Ryan Wilson August 28, 2025
Thank you for making this day so memorable! We had a blast and hope you did too.
By Ryan Wilson August 28, 2025
It’s always a pleasure connecting outside the office. Thank you for making this such a fun and memorable event!
By Ryan Wilson August 28, 2025
What a fantastic event with even better company! We’re so grateful for each of you who joined us.
By Ryan Wilson August 28, 2025
We loved seeing so many friendly faces! Your presence made this day extra special.
By Ryan Wilson August 28, 2025
We had such a wonderful time together! Thank you for making the day full of laughter and great memories.
August 27, 2025
What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
August 27, 2025
Leaving a Legacy
Show More