Disclaimer: With Medicaid, VA, and insurance regulations frequently changing, past blog posts may not be presently accurate or relevant. Please contact our office for information on current planning strategies, tips, and how-to's.
A new guaranteed issue whole life product, Presidio Plus, has been introduced by ELCO Mutual. The product allows clients to leverage life insurance with the stability of irrevocable trusts, and it offers flexibility to set aside funds in either a funeral or estate trust.
