The Main Street Code – Long-Term Care, Inheritance & Beneficiary Planning - S7E21

Welcome to The Main Street Code for Financial Success!

In this episode, Neil Himmelstein discusses how older life insurance policies and annuities can be repositioned to help cover long-term care needs. He also explains why beneficiary designations on life insurance and annuities matter, how inherited accounts can trigger tax issues, and why lump-sum payouts to younger heirs often need careful planning. Neil’s message is simple: your strategy should change as your life changes, and good planning can help protect both your care needs and your legacy.

Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.

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Visit ⁠www.themainstreetcode.com⁠ for more information.