Americans Need Long-Term Health Planning; Will They Get It?

 In Interview Coverage

Chris Robbins of Financial Advisor magazine includes Joe Heider, president of Cirrus Wealth Management, in an article about planning for long-term health needs in retirement. “LTC is great for people who have assets to protect, but don’t have excess earnings opportunities. We’re looking for people who could drop $200,000 to $300,000 on a policy without impacting their remaining spouse’s ability to live the kind of life that they want. When clients have above $3 million to $4 million in liquid retirement assets, LTC is less critical because they have sufficient assets to pay and meet their needs without devastating their estate,” he explains.

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