Financial Planner

Kristi’s Quotes: Are Hybrid Insurance Policies the Answer for You?

According to The New York Times, hybrid policy sales have more than doubled since 2008, topping $2.4 billion in 2015. Only $300 million in stand-alone long-term care policies are sold each year.

 

Kristi Sullivan, a certified financial planner in Denver, said the hybrid policies are, “Not for everybody.” The policies should be considered by people with….” (Click here for more.)

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.