Wine and Dime Episode 66 - Planning for Your Care Needs with Jill MacNeil

Hello again Wine and Dime listeners! In this episode, I had the opportunity to speak with Jill MacNeil. And we talked about Risk… more specifically the transferring of Risk. Jill is the Long Term Care Specialist with LLIS, which objective is to recommend the best solutions for your clients based on their individual needs, using low-load permanent life insurance and annuities when possible. I’ve often used LLIS when recommending coverage for a client of mine. This was an informative episode that I’m sure you all will enjoy as much as I did!

Jill.jpg

Jill MacNeil

Advisor Services: Long Term Care Specialist

Words to Live By: Life is 10% what happens to you and 90% how you react to it.”- Charles R. Swindoll

Her reactions are pretty good. Jill spends most of her spare time on the tennis court and the golf course. And she spends 90% of her time in Tampa and 10% of it in Canada, where she's from and where her family remains (except her husband and two daughters).

Jill was one of the first LLIS team members hired and has worked with just about every solution we offer clients. Since 2009 she's been our long term care insurance specialist and is great at working with clients to be sure they are 100% sure what they are purchasing and why.


Chard.jpg

Ravines Chardonnay

Tasting Notes

A Burgundian Chardonnay from the Finger Lakes that shows lovely, nuanced orchard fruit on the nose and delightful plumpness on the palate. The wine is nicely balanced and a delightful rendition of the grapes.


This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail

Amy.jpg

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL:  AMY@ROOTEDPG.COM