Preview Mode Links will not work in preview mode

Feb 10, 2023

Planning for long-term care, whether expected or unexpected, can be very tricky business. It can be difficult to understand the myriad policy types, payout structures, and benefit levels available on the market today.

Our guest, Wallis Wilkinson Tsai, is here to demystify the world of long-term care insurance for you and your clients.

She gives us her Seven Questions to Ask About Long-Term Care, and walks us through the potential answers. These questions can guide you and your client to the policy that best fits their long-term care needs.

Top 7 Questions You Must Ask About a Long-Term Care Policy:
1) What type of LTC policy is this?
2) What is the initial max monthly benefit?
3) Does that max increase over time? For inflation? 
4) For how long does it adjust?
5) Does it offer reimbursement or indemnity payouts?
6) Can my premiums increase in the future?
7) Does this policy terminate/have a death benefit?


Contact Wallace for more information online at or below:

Links to even more info:

 1) Top 7 Questions You Must Ask About a Long-Term Care Policy:

2) Long-term Care Insurance: A Quick Primer

3) Get a long-term care insurance quote:

4) Book a call to discuss and ask questions:


We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.

Contact John at or via social. Visit for more info about how John works with advisors like you.