Here you will find a wealth of knowledge, as Bill and the W.R. Borton team share insights via industry articles and news stories.
Chronic Illness: An Issue All Planners Must Consider – By William R. Borton and Martin M. Shenkman, Esq.
The population is aging, and for many Boomers this means an increase in chronic illnesses and other health-related issues. Aging and chronic illness continue to change not just estate planning, but also other services.
Long-Term Care Planning & Insurance for High-Net-Worth Clients – By William R. Borton
While we are living longer, we are not necessarily living better. Many are too busy living in the sandwich generation to focus on planning for the future – but it is absolutely necessary to plan.
NEWS STORIES AND INTERVIEWS
PERSONAL FINANCIAL PLANNING CONFERENCE
On November 5th , Bill presented ‘Long-Term Care Planning and Insurance’ to the Pennsylvania Institute of CPAs (PICPA) at their annual Personal Financial Planning conference.
Bill is interviewed in this Barron’s article about the trend of traditional long-term care insurance being rapidly supplanted by so-called hybrid policies, which combine life insurance with a long-term care benefits rider and can be a great option for higher-net-worth individuals.
RETIREMENT INCOME JOURNAL (RIJ)
Bill shares expertise in an article on the topic of fixed index annuities (FIA), and he explains how he strategically selects the best product for each client. Download the article here.
WHAT’S YOUR STORY?
Watch Bill as the guest of Charley Timmins on the inaugural edition of the TV show, “What’s Your Story?” There were many topics discussed, including that of Go Giving.
Read an article in Forbes Magazine by Jamie Hopkins, Co-Director of the American College’s New York Life Center for Retirement Income and an Associate Professor of Taxation at the American College, where Bill shares different ways to ensure long-term care solutions are in place and are affordable.
BUSINESS BUILDERS SHOW ON C-SUITE RADIO
Listen to Bill’s interview with Marty Wolff entitled “’Quarterbacking’ Your Financial Future”; Bill discusses how he works with clients to “quarterback” their advisory team of tax, legal and financial experts + helps clients manage risk.
Watch an interview with Bill where he shares insights on myriad topics from networking and relationship development, to different ways that people today can Live Better, Longer.
Read Bill’s pieces where he shares insights in various articles as a respected Huffington Post author and contributor.
TALK SHOW CONNECTIONS
In this video interview, Bill shares an overview of his business philosophy. He also explains how he so effectively put his clients’ needs first, by helping them identify and manage the risks that can adversely affect their retirement years.
TALK ABOUT LTC (LONG TERM CARE)
Bill is regularly interviewed for articles about a variety of long-term care planning and insurance issues.
In a piece by Jamie Hopkins, entitled Long-Term Care Planning: It’s About Family (featured in Investopedia), Bill is quoted about the misconceptions many people have about long term care insurance, and the difference between this type of insurance and a long-term care plan.
Read this insightful article where Bill shares his wisdom on the impact planning for long-term care has on estate planning and estate shrinkage.
In this article, Bill provides insight in an interview about ways to find available funds to pay for needed long-term care insurance premiums.
Read an article where Bill explains how home health care services are a valuable benefit for many long-term care insurance (LTCI) claimants, and why in certain circumstances, LTCI policies with indemnity benefits make sense.
LONG TERM CARE PLANNING NEWS
Bill provides insight about why long-term care insurance planning is important for everyone – including the wealthy.