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Someone turning age 65 today has almost a 70% possibility of using some type of long-term care service for their remaining years, but the duration varies for each person. As long-term care costs continue to increase on an average of 3%-5%, your clients need guidance in order to mitigate this leading retirement risk.
Although the biggest payor of long-term care is currently Medicaid, it’s a much more complex process to qualify for benefits depending on which state your clients live in. Through pre-planning, they can transition much sooner than dealing with the “spend-down” and “look-back” period as well as a myriad of other complexities including taxes. The Pension Protection Act of 2006 allows certain policies to possess tax-free opportunities through a strategic 1035 exchange.
Join this webinar to understand the options so you can help your clients uniquely fund their long-term care plans without having to exhaust all of their financial resources.
Learning Objectives:
- List all the types of policies, including traditional long-term care insurance, "hybrid” life insurance policies with a long-term care rider (asset-based vs. linked-benefit), long-term care annuities, and chronic illness policies
- Determine the pairing of a long-term care report with a solution
- Give examples of tax deductions for individuals and business owners
- Evaluate how to help clients qualify for expensive nursing home costs without denials and penalty periods
Carlos Dias Jr.
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos is known for his fiduciary approach, ensuring that all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.
Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.
Carlos is a proud recipient of the CPAacademy.org Top Presenter award for both 2022 and 2023.
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