Honored to get to work with financial advisors and insurance agents that want to protect their clients (and their families!) from extended care expenses and the burden of billing and administration.
Our Claims Concierge and Care Coordination benefits ar…https://t.co/JvVBY5kdD2
Good group of engaged advisors and insurance agents yesterday in Raleigh for a regional meeting.
We reviewed the importance of Claims Concierge service, Care Coordination, lifetime benefits covering both spouses and the ability to reposition taxable ass…https://t.co/r4NSHyQMh5
When it comes to planning for extended care expenses, education is crucial.
More clients are concerned with the overall experience if they actually need care, services like Care Coordination and Claims Concierge where the family is assigned 1 person to h…https://t.co/hsUkyD1DKo
For those who weren't able to make my in-person CE (CFP/CPE/CLE + Insurance CE) I am hosting virtual CE over the next couple of months.
"The Great Income Gap" - Financial Planning for Extended Care Expenses
Participants will le…https://t.co/FqL5qFoLd0 https://t.co/0L6miJowo9
Honored to work with advisors that provide continuous education to their clients and offer holistic financial planning.
@JHGFinancialThank You for allowing me to honor my grandmother's legacy and highlight an important, often overlooked aspect of protect…https://t.co/9UTMdItQIG
@bigplay24slay As a Lions fan you were one of my fave all-time Lions draft picks....proud of you and so excited to see you get a ring.
Soar or Fly or whatever you're supposed to do now (maybe a tiny roar after your game-clinching INT?)
Financial Planning for Extended Care Expenses continues to evolve.
It is critical to provide education on various planning options, because everyone has different concerns.
Often the guarantees and cost-recovery associated with asset-based LTC planning…https://t.co/doYaKHLZJZ
When it comes to financial planning for care expenses, important to work with someone who can offer holistic, customized solutions.
I was able to spend some time yesterday with one of my favorite groups Coastal Credit Union to review asset-based strategi…https://t.co/9KYoHlq9zg
The SECURE Act changed how qualified dollars are taxed.
We have a turnkey solution that can use qualified dollars to create tax-free benefits for care covering both spouses for as long as they will need care.
If they don't need care? There is a tax-fre…https://t.co/8mq1mT7L2B
The way qualified money is taxed has changed under the SECURE Act, with the evolving economic environment sometimes the qualified bucket of money is appropriate to reposition towards tax free benefits.
Some of the biggest expenses that can occur in reti…https://t.co/A6YKpZibqA
OneAmerica collaborated with Hanover Research to survey consumers to better understand their behaviors and thinking regarding long-term care (LTC) planning. Learn more by clicking here: https://t.co/D61XgJCWHK
OneAmerica collaborated with Hanover Research to survey consumers to better understand their behaviors and thinking regarding long-term care (LTC) planning. The stats are interesting, but they don’t matter most. Learn more by clicking here: https://t.co/LU8w0ByZXv
Is this a realistic expectation for your clients? Asking a family member to become the nurse or the purse can be difficult. But there are other options. Learn more by clicking here: https://t.co/W9DYcyyWdp
OneAmerica collaborated with Hanover Research to survey consumers to better understand their behaviors and thinking regarding long-term care (LTC) planning. Learn more by clicking here: https://t.co/g5TUA6tKP3
Mahatma Gandhi once said, “Action expresses
priority.” Simply put, we will only do something
if we want to prioritize it. LTC planning is
no exception. Learn more by clicking here:
https://t.co/zjARO1mhzo
That’s where you come in. OneAmerica collaborated with Hanover Research to survey consumers to better understand their behaviors and thinking regarding long-term care (LTC) planning. Learn more by clicking here: https://t.co/r1yP9TNwQi