Podcast: Play in new window | Download
Subscribe: Spotify | Email | TuneIn | RSS | More
Whether you’re seeking general or specialized advice in the financial world, it’s often difficult to anticipate what you’ll really be getting from these services.
In this episode, Tom West and Arvette Reid break down specific examples of actionable items and recommendations they provide to clients who are going through the Life Care Affordability planning process. They also use real-world examples to illustrate different scenarios that clients may experience.
In this episode, you’ll learn:
- What the Lifecare Affordability Plan is and what it aims to provide for clients
- What financial professionals typically mean when they talk about “cash”
- Why Tom prefers to think about consolidating cash as simplification
- The different tax considerations that come into play with long-term care expenses
- And more!
Join Tom and Arvette to learn how the Life Care Affordability Plan can help you achieve the best possible outcome for you and your loved ones.
Resources: Lifecare Affordability Plan | SEIA