Description
Join us for a virtual Long Term Care planning webinar as our colleague
Jon Allen with Vanbridge explains what you need to know about the
subject and how we can all help.
April 26th, 2023
5:30pm-6:45pm PST
Virtual Long Term Care Planning Webinar on ZOOM
Jon Allen has over 29 years of experience in the life insurance and financial services marketplace. His expertise in estate, business, retirement and foreign national planning has provided financial advisors, independent agents, attorneys and CPA’s with creative solutions using life insurance in an ever changing tax environment. He has a broad scope of knowledge grounded in a consultative, planning-based philosophy. In his role as Sales Vice President, he offers a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy in order to achieve a “best in market” insurance solution. Using his in depth knowledge of life insurance, long-term care and disability products as well as his broad access to multiple insurance companies, Jon and his team are able to tailor the optimal solution for each client to help ensure that their financial goals are able to be reached by limiting some of the greatest risks each client faces to achieving those goals. Jon holds Series 6 and 63 securities designations, as well as life, accident and health licenses, certified in long term care designation, prior to helping in the formation of an Insurance BGA in 2001, he was a successful independent insurance and financial advisor.
The questions you need to ask if you are planning to self-insure a LTC event:1. Do you have sufficient assets and retirement income to cover potential long term care costs?2. What would an LTC situation look like for your spouse if you had a LTC event first?3. How would you feel about spending down assets, or selling in a down market?4. How would you feel about interrupting your children's lives to care for you?This webinar is being hosted byDaniel Fleming, Financial AdvisorReis Rosenbledt, Financial ConsultantEvan Cantalupo, Financial Advisor9275 Sky Park Ct Suite 350San Diego, Ca 92123858 650 6830Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Date and Time
Wed, Apr 26, 2023
5:30p - 6:45p PST