Long-Term Care Planning: Protecting What Matters Featuring Barry Fisher

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On the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze ’n’ Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters.

In this episode we discussed:

• Why long term care planning is an essential part of financial planning. 
• How advisors can start to have conversations on long term care planning. 
• Why long term care insurance is just part of the puzzle - it’s a funding mechanism.
• The future of long term care insurance. 
• How business valuations help with succession planning. 

Barry J. Fisher is the CEO of Blaze ‘n Bear Insurance Services, Inc. a firm dedicated to helping small and medium sized business owners achieve financial success by concentrating on matters pertaining to business continuation, succession and estate planning.  Blaze ‘n Bear’s business valuation service is the centerpiece of its planning practice. 

In 1999 Barry co-founded the American Association for Long Term Care Insurance (“AALTCI”).  As AALTCi's first president, Barry helped create the Long-Term Care Professional (“LTCP”) designation.  He is also past-president of the California Association of Health Underwriters (2001) and Chairman of CAHU-PAC (2004-2006) where he helped raise over $1,000,000 for political advocacy. 

Barry has served on the California Department of Insurance (“CDI”) Curriculum Board and on various CDI workgroups pertaining to legislation and insurance agent education. He is also a Past Chairman of the ILTCI Conference and served on the Society of Actuaries Long-Term Think Tank. He has been a frequent contributor to industry publications on a wide range of insurance and legislative topics and is a sought-after speaker at industry events.

Barry hosts a weekly 90-minute radio broadcast on KPRL (1230AM) called “Protecting What Matters”, and supports a number local & national charities and organizations dedicated to creating better communities.

Connect with Barry Fisher:

Website (here).

LinkedIn (here).

Radio Show:

Protecting What Matters Radio Show (here).

Mentioned on this episode:

Investopedia: www.investopedia.com

Real Clear Politics: Realclearpolitics.com

Planning for Long-Term Care survey findings (Lincoln)

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.