Legal

Terms of Use

Last updated: October 29, 2026

Acceptance of Terms

By accessing and using the Lipson Financial Group website, you accept and agree to be bound by these Terms of Use. If you do not agree with any part of these terms, please do not use our website.

Educational Purpose Only

This website is for educational purposes only and does not provide personalized financial, legal, tax, or insurance advice. The information presented is general in nature and should not be relied upon as the sole basis for making decisions about long-term care planning or insurance.

No Advisory Relationship

Submitting a form, requesting a strategy call, or otherwise interacting with this website does not create an advisory, fiduciary, or agency relationship between you and Lipson Financial Group. Any such relationship would be established only through a separate written agreement.

Product Information

Long-term care insurance product availability, features, benefits, limitations, exclusions, costs, and underwriting requirements vary by state, carrier, age, health, and individual circumstances. Information on this website may not reflect all available products or current terms.

No Guarantees

We do not guarantee insurance eligibility, approval, benefits, or savings. Any statements about potential outcomes are for educational purposes and are not promises or guarantees of results.

Government Programs

Lipson Financial Group is not affiliated with Medicare, Medicaid, or any government agency. Information about government programs is provided for educational purposes only and should be verified with official program resources.

Intellectual Property

All content on this website, including text, graphics, logos, and design elements, is the property of Lipson Financial Group or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works without prior written consent.

Limitation of Liability

To the fullest extent permitted by law, Lipson Financial Group shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of, or inability to use, this website or its content.

External Links

This website may contain links to external sites that are not operated by us. We have no control over the content and practices of these sites and accept no responsibility for them.

Changes to These Terms

We may revise these Terms of Use at any time. Continued use of the website after changes constitutes acceptance of the updated terms.

License No. [Placeholder — State License #]

Lipson Financial Group

Helping business owners and families connect today's decisions with tomorrow's priorities — through thoughtful conversations about risk, retirement, future care, and legacy.

Begin the Conversation

Whether your priority is protecting your business, preparing for retirement, or considering future care, a conversation can help clarify the next step.

Contact Lipson Financial Group

License No. [Placeholder — State License #]

This website is for educational purposes only and does not provide personalized financial, legal, tax, or insurance advice. Long-term care insurance product availability, features, benefits, limitations, exclusions, costs, and underwriting requirements vary by state, carrier, age, health, and individual circumstances. Consult a licensed professional before making decisions.

Lipson Financial Group is not affiliated with Medicare, Medicaid, or any government agency. Information about government programs is provided for educational purposes only and should be verified with official program resources.

© 2026 Lipson Financial Group. All rights reserved.