S & D Financial Management is a California-based company specializing in senior benefit planning, with a primary focus on long-term care (LTC) planning. They offer comprehensive insurance services, including Medicare, life insurance, annuities, and more, aiming to provide peace of mind to seniors. With a humorous approach, they educate individuals about Medicare through tutorials and provide information on LTC coverage options, including traditional LTC insurance and asset-based LTC solutions.
Recognizing the significant expense of LTC, S & D Financial Management emphasizes the importance of planning for this aspect of senior care. They highlight the fact that Medicare does not cover LTC and that relying solely on government assistance may require spending down assets. By offering solutions tailored to individual needs, such as asset-based LTC insurance and annuities with LTC benefits, they aim to help seniors secure their financial well-being and ensure a joyful retirement.
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