Guests: Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon guide you through what you need to know such as:
New criteria used for the application process Available options when premium costs go up Questions to ask when reviewing policies Making claims on policies Tax free exchanges to repurpose money Access the related resources from this podcast:
Part one of the importance of addressing long-term care planning - https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library.html The Adviser’s Guide to Retirement and Elder Planning: Financing Retirement Healthcare - https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/longtermcare.html
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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