The Advisor's Guide to Long-Term Care, 2nd Edition

The Advisor's Guide to Long-Term Care, 2nd Edition PDF

Author: Stephen Forman

Publisher:

Published: 2014-09-09

Total Pages: 0

ISBN-13: 9781941627037

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We are entering a new era in which those with the means will need to rely on their own financial planning for their future security. This includes many, if not most, of your clients. The Advisor's Guide to Long-Term Care is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

The Advisor's Guide to Long-Term Care

The Advisor's Guide to Long-Term Care PDF

Author: Jeff Sadler

Publisher:

Published: 2011-12-07

Total Pages: 0

ISBN-13: 9781936362486

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We are entering a new era in which those with the means will need to rely on their own financial planning for their future security. This includes many, if not most, of your clients. The Advisor's Guide to Long-Term Care is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients. Part of the breakthrough Advisor's Guide Series, The Advisor's Guide to Long-Term Care delivers: *Strategies for approaching clients on the topic of long-term care *Guidance so you can take advantage of a highly receptive workplace market *Information on LTC public-private partnerships *State-specific long-term care insurance training requirements for financial advisors *And much more!

The Complete Cardinal Guide to Planning for and Living in Retirement

The Complete Cardinal Guide to Planning for and Living in Retirement PDF

Author: Hans Scheil

Publisher: LeapFolio

Published: 2016-02-01

Total Pages: 112

ISBN-13: 9781936797813

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The Complete Cardinal Guide to Planning For and Living in Retirement offers comprehensive coverage of everything you need to know to begin strategizing for your retirement years. With clear and simple language, Hans Scheil who has 40 years of experience providing long-term care insurance and financial planning explains the details of Social Security and Medicare, long-term care insurance, asset management, taxes, and how to find qualified advisors. These explanations are illustrated by real-world examples drawn from Han Scheil s own practice."

Hidden Truths About Retirement & Long Term Care

Hidden Truths About Retirement & Long Term Care PDF

Author: Carolyn Rosenblatt

Publisher: Createspace Independent Publishing Platform

Published: 2017-09-08

Total Pages: 226

ISBN-13: 9781976251603

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First of its kind! This book reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age. Written by aging experts Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, it offers you a wealth of knowledge you will not find from within your own industry. If you, the financial professional want to add value to what you offer clients and to distinguish yourself from robo advisors, you need to be well informed with the facts any retired person must have. Remove the vagueness from the discussion. Get some sample scripts on how to bring up the subject and the words to say to them. Stop using "average out of pocket medical costs a retired couple will spend in retirement" as a measure of what they will need. It is grossly inadequate to inform them about long term care, which is not "medical" at all. You can find out more by clicking here. Don't wait to increase your comfort with the sticky issues no one wants to face--aging takes its toll. In reading this book, you will be able to navigate the conversation with skill and grace.

The Power of Zero, Revised and Updated

The Power of Zero, Revised and Updated PDF

Author: David McKnight

Publisher: Crown Currency

Published: 2018-09-04

Total Pages: 162

ISBN-13: 1984823078

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OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?

The Last Things We Talk About

The Last Things We Talk About PDF

Author: Elizabeth T. Boatwright

Publisher: Bull Publishing

Published: 2021-04-06

Total Pages: 250

ISBN-13: 1945188367

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The Last Things We Talk About gives readers and their loved ones the opportunity as death approaches to affirm, celebrate, and remember the people and experiences they cherish in life. The author guides readers step-by-step through the process of making aging and death-related decisions. This includes defining personal values and wishes as well as planning for practical medical, financial, and legal considerations. This book will help readers: - Identify the people, experiences, and things that are important to them and help define and celebrate what gives life meaning and purpose - Discover and define their goals and wishes regarding transitions, support, and the legacy they wish to leave behind - Understand important topics such as legal, financial, and medical documents, the continuum of care, and end-of-life decisions - Find professionals to help them put together inventories for financial, legal, and practical matters - Explore options and plan for culturally and spiritually sensitive end-of-life rituals and celebrations - Learn what needs to be done after death and how survivors can begin to piece their lives back together

How to Protect Your Family's Assets from Devastating Nursing Home Costs

How to Protect Your Family's Assets from Devastating Nursing Home Costs PDF

Author: K. Gabriel Heiser

Publisher: MedicaidSecrets.com

Published: 2006

Total Pages: 256

ISBN-13: 0979080118

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Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.

Employed Physician Networks

Employed Physician Networks PDF

Author: David Miller

Publisher: ACHE Management

Published: 2018-12

Total Pages: 0

ISBN-13: 9781640550360

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"This book offers healthcare leaders a road map for the future and a clear vision of how employed physician networks must evolve to create strategic value. The authors help executives understand where they are on the journey to creating a high-performing group and recommend the priorities that must be addressed to move their group forward"--

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