

$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 – which can drastically enhance your revenue and practice stability, 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 an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen
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 – which can drastically enhance your revenue and practice stability, 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 an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen
PREVIEW:
Many Californians are concerned about the “new” changes to the Medi-Cal program. They have heard all sorts of things about those changes, some fact and many fiction. Many Californians believe that it is now virtually impossible to get the benefits that they are entitled to receive. For many Californians this could not be further from the truth. Not only do these benefits continue to exist but more people than ever can qualify for help.
This Book should answer any questions you have while dealing with elder care.
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Martha Rańōn, Southern Caregiver Resource Center and Scott Stewart, 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