Narrated power point final expenses
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WELCOME Funeral Trust Presentation Funeral Trust Presentation SUBJECT: Asset Protection Planning SUBJECT: Asset Protection Planning
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Transcript of Narrated power point final expenses
WELCOME
Funeral Trust PresentationFuneral Trust PresentationSUBJECT: Asset Protection Planning SUBJECT: Asset Protection Planning
WELCOME
Funeral Trust PresentationFuneral Trust PresentationSUBJECT: Asset Protection Planning SUBJECT: Asset Protection Planning
IF YOU SPEND-DOWN YOUR LIFE SAVINGS TO $2000.00 TO BECOMEIF YOU SPEND-DOWN YOUR LIFE SAVINGS TO $2000.00 TO BECOMEELIGIBLE FOR MEDICAID…THERE ARE NO FUNDS REMAINING TO PAYELIGIBLE FOR MEDICAID…THERE ARE NO FUNDS REMAINING TO PAY
FOR FUNERAL EXPENSES…PRE-PLANNING IS A MUST TODAY!FOR FUNERAL EXPENSES…PRE-PLANNING IS A MUST TODAY!
SINCE 93% OF ALL SENIOR CITIZENS OVER THE AGE OF 65 DO NOTSINCE 93% OF ALL SENIOR CITIZENS OVER THE AGE OF 65 DO NOTHAVE NURSING HOME INSURANCE…PROTECTING ASSETS IS VERYHAVE NURSING HOME INSURANCE…PROTECTING ASSETS IS VERY
IMPORTANT…SHELTER DOLLARS FROM THE NURSING HOMEIMPORTANT…SHELTER DOLLARS FROM THE NURSING HOMEUSING THE PRE-FUNDED FUNERAL TRUSTUSING THE PRE-FUNDED FUNERAL TRUST
Pre-Funded Funeral Trusts for Family Members can be a great way to spend-down assets
To become eligible for Medicaid. *MOST STATES ALLOW PARENTS TO FUND FUNERAL TRUSTS FOR THEIR*MOST STATES ALLOW PARENTS TO FUND FUNERAL TRUSTS FOR THEIR
CHILDREN AND NOT COUNT AS A DIVESTMENT. FUNDS USED TO FUND BURIAL SPACES MAY BE EXEMPT.*CHILDREN AND NOT COUNT AS A DIVESTMENT. FUNDS USED TO FUND BURIAL SPACES MAY BE EXEMPT.*
CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC RULES PERTAINING TO YOUR STATE. *Medicaid EligibilityCan vary from state to state. Some states may allow parents to fund “Burial Spaces” with the Funeral Trust for their children.
It is recommended that you consult an Elder Law Attorney for Specific rules for your state. Medicaid Eligibility varys from state to state.
PLAN TODAY!PLAN TODAY!
PLANNING IN ADVANCEPLANNING IN ADVANCE
IRREVOCABLE FUNERAL TRUSTIRREVOCABLE FUNERAL TRUST
YOU SHOULD ALWAYS CONSULT AN ELDER LAW ATTORNEY FOR ELIGIBILITYYOU SHOULD ALWAYS CONSULT AN ELDER LAW ATTORNEY FOR ELIGIBILITYISSUES FOR YOUR STATE OF RESIDENT. MEDICAID RULES VARY FROM STATE TO STATE. ISSUES FOR YOUR STATE OF RESIDENT. MEDICAID RULES VARY FROM STATE TO STATE.
THE IRREVOCABLE FUNERAL TRUST IS A PACKAGED PROGRAM WHERETHE IRREVOCABLE FUNERAL TRUST IS A PACKAGED PROGRAM WHEREAN INSURANCE POLICY WITH SIMPLE INTEREST GROWTHAN INSURANCE POLICY WITH SIMPLE INTEREST GROWTH
IS ASSIGNED TO THE IRREVOCABLE FUNERAL EXPENSE TRUSTIS ASSIGNED TO THE IRREVOCABLE FUNERAL EXPENSE TRUSTTO PROVIDE YOU WITH THE MOST PROTECTION FOR YOUR MONEYTO PROVIDE YOU WITH THE MOST PROTECTION FOR YOUR MONEY
This Program is specifically designed to set aside funds for your FuneralThis Program is specifically designed to set aside funds for your FuneralAnd relieve this burden from your family.And relieve this burden from your family.
FUNERALTRUST
COMPARISONCOMPARISON
THE IRREVOCABLE FUNERAL TRUST PROVIDES THE MOST THE IRREVOCABLE FUNERAL TRUST PROVIDES THE MOST PROTECTION AND PEACE OF MIND IN PRE-PLANNING!PROTECTION AND PEACE OF MIND IN PRE-PLANNING!
IT IS RECOMMENDED THAT YOU CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC MEDICAID RULES IN YOUR STATEIT IS RECOMMENDED THAT YOU CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC MEDICAID RULES IN YOUR STATE
PEACE OF MINDPEACE OF MIND
• FREE CONSULTATION TO REVIEW FREE CONSULTATION TO REVIEW ESTATE and FINANCIAL PLANNING ESTATE and FINANCIAL PLANNING ISSUES.ISSUES.
• TAKE ADVANTAGE OF THIS TAKE ADVANTAGE OF THIS OPPORTUNITY.OPPORTUNITY.
For More Information:
There is more that we can tell you in making your decision.
We would welcome your phone call or email to answer any questions and provide additional information
How To Contact Me
I live in Anoka, MN and can talk to you on the phone, or better yet, meet with you at your home at a convenient time.
I would encourage a family member to attend our meeting if possible.
Contact:
Here’s how to contact me:
Dale Olmstead
Phone: 763-421-3474 Cell: 763-568-8134
Email: [email protected]
Mailing address: 1144 S. 5th Ave
Anoka, MN 55303
Dale Olmstead is a licensed insurance producer, licensed by the State of Minnesota Commerce Department, license No. 40192944. He is an appointed producer/agent for Unity Financial Insurance and National Guardian Life Insurance.
Information in this presentation is intended for residents of the State of Minnesota only. It is not intended to provide any legal or tax advice. When seeking legal or tax advice, you should consult with a qualified attorney or tax accountant.
