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Explaining Hybrid Long-Term Care Policies with Jim Better of Essential Plans of Insurance
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Show Notes
In this B2B Synergy episode, we focus on hybrid long-term care insurance policies with Jim from Essential Plans of Insurance. Jim explains the concept of hybrid policies, which combine long-term care and life insurance, ensuring a payout whether custodial care is used or not. He provides an overview of the benefits, tax deductions, and the underwriting process for these policies. We also discuss the latest developments in the industry, including new policies that offer cash benefits and zero waiting periods for home care. This episode is essential for those considering long-term care insurance and understanding its benefits and options.
Jim Better | Essential Plans of Insurance
Power Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers, Nursing Care Providers
Member Since November 2023
- Phone: (603) 964-2020
- Email: [email protected]
- Website: www.epinh.com
Listen to Jim's other B2B Synergy Podcast Episodes:
A Deep Dive into Long Term Care Insurance and B2B Partnerships with Jim Better
The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian
- Power Partners USA website - www.PowerPartners.us
- Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)
- Graphics by Debra Armijo - www.iTrustMarketing.biz
- Music by Joan Jones - www.clubjoan.com
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected] 562-843-7801
Chapters
1. Explaining Hybrid Long-Term Care Policies with Jim Better of Essential Plans of Insurance (00:00:00)
2. Meet Jim: Expert in Hybrid Insurance Plans (00:00:23)
3. Understanding Hybrid Long-Term Care Insurance (00:00:57)
4. Benefits and Features of Hybrid Policies (00:01:30)
5. Inflation Riders and Policy Affordability (00:03:01)
6. Tax Benefits of Hybrid Policies (00:06:13)
7. Corporate Use of Hybrid Policies (00:09:25)
8. Client Engagement and Pre-Qualification (00:16:57)
9. Conclusion and Final Thoughts (00:21:51)
24 episodes
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