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Podcast: Making Your Long-Term Care Plan A Success

Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
[email protected]
(585) 394-4260 x42129

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

Maggie Whelehan, Vice President, Canandaigua National Bank and Trust, and Susan Suben, President, Long Term Care Associates, will discuss how to successfully plan for long-term care, focusing on the nature of the long-term care insurance market, claims history, affordability of premiums, and policy design.

Broadcasted on November 28, 2015

For questions, feel free to contact Maggie Whelehan.  

Making Your Long-Term Care Plan A Success Audio Clip
Reasons for long-term care planning
 
Current state of the long-term care insurance market
 
Factors to consider when designing or modifying a policy
 
Tips and strategies for long-term care planning
 

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Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments and services may be offered through affiliate companies. Past performance discussed does not predict future results.