Long-Term Care Insurance Now

Steve and Marilyn's Story: Long-Term Care Planning with Annuities

Scott A. Olson

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0:00 | 10:35

In this episode, Scott A. Olson introduces Steve and Marilyn, a soon-to-retire couple who used the cash value of a life insurance policy to fund a Pension Protection Act–compliant annuity. He explains how they turned two smaller assets into lifetime, uncapped benefits with guaranteed inflation protection. Through thoughtful planning, you too can turn taxable assets into tax-free long-term care benefits while protecting your family’s broader net worth.

Welcome to Long-Term Care Insurance Now. Your trusted source for the latest insights, updates, and expert guidance on long-term care insurance. This show aims to break down everything you need to know to make informed decisions about protecting your future. 

Hosted by Scott A. Olson, CLTC, a nationally recognized expert with over 25 years of experience in the field. His work has been featured in the New York Times, among other national and trade publications. Scott has helped thousands of individuals and families navigate the complex world of long-term care planning.

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