1. EachPod
EachPod

210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial

Author
Bonnie Koo, MD
Published
Thu 13 Jun 2024
Episode Link
https://wealthymommd.com/long-term-care-insurance-wallis-tsai/

Wallis Tsai, the founder and CEO of AboveBoard Financial, is driven by a passion for ethical insurance practices. She transitioned from a high-powered role at Goldman Sachs to start her own independent insurance brokerage. Her mission is to provide transparent, informed guidance on long-term care insurance, a topic that can often feel overwhelming and confusing.

 

Learn about the critical role long-term care insurance can play in your financial security and peace of mind. Wallis explains how AboveBoard Financial is setting a new standard with their transparent and client-focused approach. We also discuss practical tools, like cost analysis, to help you understand the expenses associated with long-term care in different regions. 

 

Get full show notes and more information here: https://wealthymommd.com/210

Share to: