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Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages - Shared screen with speaker view
Doug Pierce
27:42
Webinar handout:https://www.horsesmouth.com/gfx/pdf/Long_Term_Care_handout.pdf
Bruce Kaserman
28:23
Is it part of our Master Membership?
Doug Pierce
28:51
Yes, Bruce
Lynn Schmidt, EA, CTP, CTC
30:11
Are there slides we can have for today's presentation?
Sheri Huff
30:15
This is a GREAT opener! Love the quiz
Doug Pierce
30:41
Good to hear, Sheri.
Doug Pierce
30:59
Lynn, we're not releasing the full slideshow, but you can download the notes:
Doug Pierce
31:02
Webinar notes:https://www.horsesmouth.com/gfx/pdf/LTC_notes.pdf
Bett Lujan Martinez
32:42
We'll Face That When We Have To...P.S. It's Later Than You Think. :-)
Doug Pierce
33:05
Webinar notes:https://www.horsesmouth.com/gfx/pdf/LTC_notes.pdf
Lynn Schmidt, EA, CTP, CTC
33:42
The link provided just looks like a sales flyer for your program, not notes for this presentation.
Doug Pierce
35:41
It's kind of both, actually. Lynn, there is also the separate handout PDF with more info:
Doug Pierce
35:43
https://www.horsesmouth.com/gfx/pdf/Long_Term_Care_handout.pdf
Sheri Huff
42:12
I work with many diverse poplations, including those in the LGBTQ+ community and appreciate that Horsesmouth includes more pictures to connect with this client base. One of our financial planners did the IRA presentation recently and I was surprised how many pics were all white people/couples. Better job on this one.
Doug Pierce
42:55
Thank you for that feedback, Sheri. I will pass it along to our designers.
Bett Lujan Martinez
45:19
my 35pp guidebook. email me if interested.
Lynn Schmidt, EA, CTP, CTC
45:55
@ Brett. I'm interested. Lynn@Lyncotax.com
Bett Lujan Martinez
46:12
well-being@pacbell.net. did my 1st LTCi "sale" in 1991. Colleagues thought i was a Social Worker.
Bett Lujan Martinez
46:30
Sean is correct. it's still thought of that way.
Doug Kinsey
46:36
Hey Bett. Iā€™m interested. doug.kinsey@artifexfinancial.com
Sandra Quinn-Bailey
51:56
thanks Brett- sandrab@womenfinancialpower.com
Sophie Kulas
54:01
Brett, I would like it as well šŸ™ skulaswfg@gmail.com
Gray Glass
54:58
I would like it as well gglass@pinnfirst.com
Sheri Huff
58:06
I think they will be asleep by the time we get to the regulatory reform - LOL
Olga Briggs
58:38
I would like to get one please obriggs@highlandfinancialgroup.com
al baman
01:01:22
Hi Bett, i am also interested. could you please send me the 35 pp guidebook. bbaman@comcast.net
Cheryl
01:02:15
Yes please send me the guide as well ty villelois@yahoo.com
Sheri Huff
01:03:57
Doug - as we get further in I see almost all white couples. Perhaps this can be modified before the final version is released? This is a fantastic presentation and I know already our group will be using it for client webinars in 2022. The other options with reverse mortgage, etc are very interesting and make this presentation different from others.
Doug Kinsey
01:04:39
It would be good to know who the primary carriers for traditional LTC coverage are today, as well as the top carriers for hybrid programs using life insurance and annuities.
Kathleen Covey, CFP
01:05:36
Bett, I would like to receive the booklet. Thank you!
Kathleen Covey, CFP
01:06:08
My email is: kcovey@ifgrr.com - Thank you!
Doug Pierce
01:06:14
Of course. I'll pass along your feedback/request.
Bob
01:07:11
Please send me the booklet My email
Sheri Huff
01:07:26
Love the saying about financial planning and insurance.
Inez
01:09:07
I would like the guidebook. Thanks Brett: istorms@touchstonefa.com
Robert Duffy
01:10:55
@Doug P - where can we get the LTC Planning Options Grid?
Sheri Huff
01:11:19
Planning for those that cannot health qualify is key, so other options included are great. Thanks for an excellent presentation.
J N
01:11:21
Can I also get a copy of the booklet? jtnicholsn@aol.com
Doug Pierce
01:11:24
DId you see the file I just shared in chat?
Robert Duffy
01:12:15
@ Doug P - No - cannot see it in Chat. Can you email it to me?
Doug Pierce
01:12:25
Yes
Robert Duffy
01:12:34
Thx.
Yoshia Hence
01:12:39
Will this program be added as part of the HM Master Member Package once approved?
Doug Pierce
01:13:11
Just sent
Doug Pierce
01:13:48
Savvy Long Term Care Planning:https://www.horsesmouth.com/LTC
Cheryl
01:14:59
How do we get with Sean if we want to just have him review my own LTC options ie for me and my spouse? ty.
Doug Pierce
01:16:53
We will email you a link to the recording in the follow-ups Mindy
Robert Duffy
01:17:17
Got the email. Thanks, Doug.
Doug Pierce
01:17:37
You're welcome, Bob.
Doug Pierce
01:18:55
Savvy Long Term Care Planning:https://www.horsesmouth.com/LTCHorsesmouth Master Membership:https://www.horsesmouth.com/master
Ann Folsom
01:20:27
"home health aids" was misspelled--make it "home health aides"
Doug Pierce
01:20:56
Thanks for spotting, Ann
Ann Folsom
01:21:02
You didn't mention that medical expenses, if large enough, are deductible
Sheri Huff
01:21:04
This is a GREAT presentation. A lot of excellent content is included. Thanks for putting it together. Appreciate the planning options grid too.
Doug Pierce
01:22:01
Thanks Sheri
Ann Folsom
01:22:52
For over twenty years, I have been involved in the CalPers long term care insurance. It wasn't until this year that I learned that this policy isn't from an insurance company, and so is not covered by California's limitations and terms that are required by California of insurance policite.