$25.00
As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
PREVIEW:
As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning – it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M and Teri A. Olsen, President, LTC Experts
Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.
You’re helping your wealthiest clients and prospects plan their future. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Secure YOUR seat at the table for generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’