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  • Elder Care Planning

    The Biggest Boogie Man for Baby Boomers and Beyond

    $25.00

    When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living.  And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death.  Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care.  How will they pay for it and not leave the well-spouse impoverished?  Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.

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  • Retirement Planning

    Income for Life Model: NextPhase, Retirement Income Distribution Solutions

    $25.00

    The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model® provides a sound foundation for creating that income.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘Income for Life Model…’

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