EPISODE · Sep 19, 2024 · 31 MIN
The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian
from B2B Synergy - The Power Partners USA Podcast · host Alan Armijo
Send us Text Message Shout Out!Show Notes and Time Stamps Power Partners USA is a business networking group based in Long Beach, CA.In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones.LONG TERM CARE INSURANCEJim Better | Essential Plans of InsurancePower Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers, Nursing Care ProvidersMember Since November 2023Phone: (603) 964-2020Email: [email protected]: www.epinh.comBUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEYPhil Shekerlian | Bauer & Shekerlian Law, APCPower Partners: Financial Advisors, CPAs, Real Estate ProfessionalsMember Since July 2016Click Here for Account Page Phil's "Explained Here" Page Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected] 562-843-7801
What this episode covers
Send us Text Message Shout Out! Show Notes and Time Stamps Power Partners USA is a business networking group based in Long Beach, CA. In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions ...
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The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian
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