Navigating Long-Term Care with John Broyles (Ep. 41)
What does it take to redefine financial security in today’s world?
In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, addressing common misconceptions and highlighting innovative solutions like hybrid LTC insurance. They share personal stories to underscore the real-life effects of financial planning and discuss strategies that offer greater protection and peace of mind, like unlimited LTC benefits and strategic use of qualified funds.
John discusses:
- (04:53) The importance of addressing long-term care planning proactively
- (08:34) The evolution from traditional to hybrid LTC insurance
- (19:26) How OneAmerica Financial creates personalized solutions for clients
- (21:10) Tax advantages for business owners investing in LTC policies
- And more
Resources:
Connect with Greg DuPont:
- Wealth Solutions Network Website (JoinWSN.com)
- LinkedIn: Greg DuPont
- LinkedIn: Wealth Solutions Network
- Facebook: Wealth Solutions Network
- info@wealthsolutionsnetwork.com
- (614) 432-8065
Connect With John Broyles:
- OneAmerica Financial
- LinkedIn: John Broyles
- (619) 252-8111
About Our Guest:
John Broyles, CFP® serves as a Concierge Specialist for OneAmerica Financial. John brings a range of experiences garnered through living abroad, working with mutual fund and insurance companies, and as a financial advisor.
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