The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Thursday Jan 30, 2025
Thursday Jan 30, 2025
Please enjoy the podcast episode for our January “Empower Women” Series, Planning for the Unexpected: Smart Strategies for Extended Healthcare Needs, featuring Meredith Pensack. Meredith is a long-term care insurance specialist with over 20 years of experience. Named one of the Boston Women’s Business Journal’s “Top 10 Women Insurance Agents,” Meredith shared key considerations for navigating long-term care planning, including:
- The costs of care and its impact on your finances
- Special considerations women should keep in mind
- Understanding different types of long-term care insurance policies
- The role of underwriting and whether it’s too late to create a plan
- Preparing for unplanned health changes
eredith Pensack has been a long-term care insurance planning specialist for over 20 years. She works nationally with clients and is knowledgeable about all types of long-term care insurance products. Meredith was voted “Top 10 Women Insurance Agents” by Boston Women’s Business Journal.
Meredith’s goal is to preserve her clients’ retirement portfolios, as well as to protect their families from the financial and emotional consequences of requiring long-term care. She has helped many small business owners and self-employed individuals take advantage of the favorable tax treatments available for a long-term care insurance premium.