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An Advanced Look into Long-Term Care

AN ADVANCED LOOK INTO LONG-TERM CARE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelIntermediate
Course Description

According to AARP, 52% of people who turn 65 today will develop a severe disability that will require long-term care at some point in retirement. Traditional options have been derided as insufficient, and terms are continually shifting. Most people nearing retirement are unsure of their choices. While there are a few different alternatives to traditional long-term care insurance — including life insurance and annuity long-term care riders — not all are structured the same.

Not understanding the crucial differences can mean you are leading your clients into making a costly mistake. Join this informative webinar to clarify the essential nuances, opportunities, and pitfalls that can make all the difference for your clients.

Learning Objectives:


  • Identify traditional options for long-term care

  • Determine the alternatives to traditional long-term care insurance

  • Determine the major differences between popular plans

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
 

About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.