Our
Advanced Seminar Series Kicks Off in November!
Long Term Care Strategies for Legacy & Estate Planning
SAN DIEGO | IRVINE | LOS ANGELES
2012 CounselAssure Long Term Care Planning Guide
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The CounselAssure Long Term Care Planning Guide explains in simple terms what long term care is and how it is paid for. The Guide discusses the place of health insurance, Medicare and state assistance programs and outlines the pros and cons of long term care insurance. GET THE REPORT |
How To Keep The Monkey Off Your Back: Tax Efficient Long Term Care Insurance Funding Strategies
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Individuals and businesses save money on income taxes when buying long term care insurance with qualified premium deductions, tax-free exchange and funding strategies, and tax-free benefits. GET THE REPORT |
Coming To A Firm Near You: How the CLASS Act Will Impact Your Practice in 2012
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The CLASS Act is a new voluntary, federally administered, consumer-financed insurance plan that will be offfered to working Americans through their employer effective October 2012. Learn what the CLASS Act will mean for you and your employees. GET THE REPORT |
High Net Worth Long Term Care Strategies: A Case Study
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A perfect storm of volatile financial markets, depreciated real estate values, minimal returns, inflation, and the spectre of higher taxes have caused many high net worth families to rethink the place of tax-advantaged long term care insurance in their financial and estate planning. GET THE REPORT |
Fringe Benefits: Recruit, Retain, and Reward Employees with a Company Sponsored Long Term Care Insurance Program
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Long term care insurance does not fall under ERISA rules for workplace discrimination, so employers may “carve out” this benefit to selected partners and key employees. GET THE REPORT |
