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Your Bank > Education and Advice > CNB University

Podcast: Making Your Long-Term Care Plan A Success

Margaret Meyer
Margaret M. Whelehan is Vice President - Personal Banking/Insurance Agency Manager and can be reached at MWhelehan@CNBank.com or (585) 249-4980 x41034.

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
 

CNB Insurance Agency is a wholly owned subsidiary of The Canandaigua National Bank and Trust Company. Products offered through CNB Insurance Agency are not deposits or obligations of, or guaranteed, or endorsed by, The Canandaigua National Bank and Trust Company. These products are not federally insured by the Federal Deposit Insurance Corporation or the Federal Reserve Board. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with The Canandaigua National Bank and Trust Company or CNB Insurance Agency.

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.