David Wolf

About David Wolf

David Wolf is the president and owner of AgingPlan. AgingPlan has specialized solely in…

Experience

1. President and Owner

   Agingplan

   Oct 1995 — Present

   Wolf & Associates was founded in 1988. Our sole focus is, and always has been, Long-Term Care planning. Because we are committed to this one area of focus, we are able to offer a level of service and expertise that is unique to financial advisors who want to offer the very best solutions to their clients. Through these partnerships we bring our core competency to enhance financial practices who have competencies in other areas of retirement, estate planning, and wealth management. Here is what makes us unique. Long-Term Care Planning is ALL we do, and consequently, we are able to invest all of our energy into this goal. Our business model allows us to analyze and assess multiple options within almost every major insurance company in the LTCI brokerage market (both traditional LTCI and Asset-Based Life/LTC & Annuity/LTC solutions). Our expertise in LTCI TAX-PLANNING via owner benefits, executive carve-outs, and other unique tax applications has gained us much attention and following. We also can guide advisors through the complicated new world of Asset-Based (Combo) Products and their complexities, utilization issues, and tax planning opportunities. David has been quoted repeatedly by major publications like the Wall Street Journal and is a sought after speaker on Advanced LTCI tax-planning. We aim to be the best resource for both the purchase of Long-Term Care insurance protection and its utilization. When it comes time to exercise the benefits of these policies, we believe consumers need advocates to help them navigate a claim. Unfortunately, most are left with an 800# to a Claims Department when they are physically or cognitively frail. CLAIMS ADVOCACY is about defending those who might be vulnerable in their time of need. Many distributors of this product will profess to be able to assist at the time of a care need. However, few have the level of experience or the infrastructure to provide this unique service.