Proactive Planning for the Financial Consequences of Chronic and Terminal Illness
New Tools for Proactive Planning
New resources are now available that provide for more flexibility and more options should you need assistance. If you or your loved one develop a chronic or terminal illness, there are plans available that give you the ability to afford the type of support you need, and receive it where you’re prefer to have it—at home or out-of-home—by people you select.
Beneficiary Benefit Included
Traditional plans operate on the premise that you have long-term care benefits for use if you need them, but at the end of the term, your money is spent. Now, you can opt for a plan where your premium payments are preserved and are paid to your beneficiaries as a death benefit if you do not need long-term care.
Receive the type of care you prefer, in the place you select, from the people you choose to provide your care.
About Dan Bullard
As a Chartered Financial Consultant and Chartered Life Underwriter, Dan has built a career as a successful financial adviser, earning company and industry honors, and his clients’ respect. As a speaker, Dan shares his insights on industry trends. Today, Dan focuses on helping clients proactively plan for financial concerns associated with terminal and chronic illnesses.
A graduate of Yale University and Deerfield Academy and an Army Reservist, Dan has been active locally, serving on the Branford Police Commission, Branford Board of Representatives, Branford Economic Development Commission, and The Stony Creek Association, to name a few.
Dan lives in Stony Creek with his wife and enjoys spending time with family (including his three children and eight grandchildren) and friends. If you know Dan, you know he is an avid sailor, swimmer, cyclist, and golfer.
Contact Dan
Send me a message using this contact form or email me:
DBullard@BullardFinancial.com
303 Thimble Island Road
Branford, CT 06405
Services offered through The O.N. Security Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (877) 663-7267
© 2026 Bullard Financial. All Rights Reserved.