EP 106 - Live with Madeleine, Katie & Dale (October 2025)

Simplify Senior Transitions Podcast

🔁 Refinancing Your Retirement: Life Insurance Strategies You’ve Never Heard Of
What if that old life insurance policy your parents bought 20 years ago could actually fund their future care needs? 💡
In this October edition of Live with Madeleine, Katie & Dale, we dive deep into a financial strategy most families have never heard of — refinancing your retirement using life insurance 🤯
You’ll learn:
✅ What a 1035 exchange is — and how it can turn outdated policies into modern benefits
✅ The difference between traditional LTC policies and hybrid life + LTC plans
✅ Why you might be sitting on a tax-free pool of funds without even realizing it
✅ What families in the Sandwich Generation need to know before a crisis hits
Plus, we tackle real viewer questions in our live Q&A and bust common myths in our rapid-fire Fact or Fiction segment 🎯
Hosted by:
🏡 Dale Corpus — Senior Transition Specialist & Real Estate Expert
💼 Katie Perez — Life Insurance & Care Funding Strategist
❤️ Madeleine Fortich — Planning Advocate & Licensed Life Agent
📄 Show notes: https://simplifyseniortransitions.com/bay-area-caregiver-crisis-the-unexpected-tool-that-can-fund-your-parents-senior-transition

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👉 Visit: www.simplifyseniortransitions.com
📩 Got a question for next month’s show?
👉 Submit anonymously at: www.simplifyseniortransitions.com/live
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