Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega-bestselling author, magazine and online columnist, writer/producer, and one of the world’s top motivational speakers today, Orman is one of the most recognized experts […]
Comments Off on Suze Orman: Funding Your Long-Term Care Insurance. Options are Available. Continue Reading...Life insurance is a crucial component of estate planning, providing beneficiaries with liquidity, income replacement, and financial security. Below are key considerations when advising clients on life insurance ownership.
Comments Off on March 2025 Newsletter Continue Reading...Carly outlines the many solutions for clients declined for Long-Term Care Insurance.
Comments Off on February 2025 Newsletter Continue Reading...A True Story: The Importance of Planning for Unexpected Care Needs As many of you know, I am an avid dog lover. Whenever I go out of town, I trust our dog sitter,T, to care for my dog. T is a great guy who left the corporate world years ago and now makes acomfortable living […]
Comments Off on Continue Reading...Those Old Life Insurance Policies… They Can Still Have Value! In this edition, Carly offers up options that your clients may have when it comes to those old life insurance policies which have outworn their initial usefulness.
Comments Off on January 2025 Newsletter Continue Reading...November is Long-Term Care Awareness Month! In this newsletter issue, I provide some important LTCI benefits for business owners.
Comments Off on November Newsletter Continue Reading...Planning for the Future? Start Here!In this recording, Carly Ebenstein dives into the world of long-term care and the importance of setting up a plan of care. Carly takes viewers through common questions regarding Medicare, LTC insurance, options for care, activities of daily living, aging-in-place options, and financial considerations. Discover the essential steps to secure […]
Comments Off on Long-Term Care: Start Here Continue Reading...Dive into the world of CJB Insurance, and watch as we shine a spotlight on Carly Ebenstein, a dedicated insurance professional making waves in the industry! With a passion for helping clients navigate their insurance needs, Carly brings a personalized touch to every interaction. Join us as we explore her journey, the values that drive […]
Comments Off on Meet Your Broker: Carly Ebenestein Continue Reading...Open Enrollment for Medicare is from October 15th to December 7th. I’ll be helping people make changes to their plans and ensuring they’re still on the best drug plan – which is more important this year because upcoming changes will soon be announced. If you’re already enrolled, you don’t have to do anything. Still, you […]
Comments Off on Medicare and Long-Term Care Insurance Continue Reading...Many older adults prefer to stay in their own homes as long as possible, a term called “Aging in Place.” The great news is that more people can remain in their homes with careful planning, assistance fromnew technology and an understanding of caregiver roles. Here are some steps to make the home safer and easier […]
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