In this episode David Phillips, CEO of Estate Planning Specialists shares some exciting investor news. First he tells the story of his Aunt Mary, who had to “spend down” her meager assets so she could qualify for Medicaid, leaving no inheritance for her family. There is a new Return of Premium Long Term Care Plan that is providing 10% more in monthly TAX FREE Indemnity Benefit than the current champion. For example, a 60 year old with a $1 deposit immediately has $5 available for care, growing to $7 at age 70 and $10 at age 80, (a transfer $100k = $500,000 in Long Term Care Benefit immediately, which grows to $700,000 in benefit in 10 years).

The most exciting news of this announcement is that no medical exam or qualifying interview are required if you apply between ages 40 and 65. If you are healthy with a clean medical background, you can be approved within 24 hours! Go to ROPLTC.com or epmez.com and order a personal example on how the plan would work for you and your family. Or order the undated Return of Premium LTC for free by using the discount code CLIENT at shop.epmez.com.

Chapters:

0:00 – Will announce a breakthrough in the world of Long-Term Care
0:30 - The story of Aunt Mary
2:30 – Aunt Mary’s goal in life was to leave a financial legacy to my Mother and Aunt – Because she had to “spend down” her meager assets so she could qualify for Medicaid, the results were sadly there was no money left for anyone.
3:30 – 72% probability that if we are over 65 we WILL experience a long term medical event
4:00 – Introduction of a brand-new Return of Premium LTC Plan with benefit 10% more than the current champion
6:15 – With this ROP LTC plan a 60-year-old repositions $1 deposit from your right pocket to your left pocket, it immediately increases to $5, for care.
8:15 – At age 70, the $1 increases to $7 because of the 3% inflation rider.  At age 80, or 20 years, a 60-year old’s $1 grows to $10!
9:30 – The monthly Long Term Care benefit is paid out as a Cash Indemnity TAX FREE monthly benefit.
10:15 – If you don’t trigger the LTC monthly benefit and you pass away, your beneficiaries will receive all of your deposit, plus a multiple of that deposit ($100,000 deposit = $170,000).
10:45 – ROP LTC is still an asset on your balance sheet – not a “use it or lose it proposition.”
12:00 – Order ROP LTC Special report at shop.epmez.com, use the discount code CLIENT to receive the report at no cost.
14:00 – Go to ROPLTC.com, or empez.com and order a personal example on how the plan would work for you and your family
14:30 – Most exciting part:  No medical exam or qualifying interview if you apply between ages 40 and 65.  If you are healthy with a clean medical background, you can be approved within 24 hours!
15:30 – The new ROP LTC plan is available up to age 76 if you are moderately healthy and have a cognitive interview
16:30 – Order the undated Special Report at shop.epmez.com, use the discount code CLIENT
17:00 – Next episode – How to plan the proper distribution of your IRA to the next generation.

Learn more:
Estate Planning Made Easy website
shop.empez.com, use discount code: EPMEZ  to receive a 50% discount
The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
Generational Wealth Strategies newsletter

Contact:
    •    Estate Planning Specialists at 888-892-1102
    •    The Durfee Law Group at 480 324-8000

In this episode David Phillips, CEO of Estate Planning Specialists shares some exciting investor news. First he tells the story of his Aunt Mary, who had to “spend down” her meager assets so she could qualify for Medicaid, leaving no inheritance for her family. There is a new Return of Premium Long Term Care Plan that is providing 10% more in monthly TAX FREE Indemnity Benefit than the current champion. For example, a 60 year old with a $1 deposit immediately has $5 available for care, growing to $7 at age 70 and $10 at age 80, (a transfer $100k = $500,000 in Long Term Care Benefit immediately, which grows to $700,000 in benefit in 10 years).
The most exciting news of this announcement is that no medical exam or qualifying interview are required if you apply between ages 40 and 65. If you are healthy with a clean medical background, you can be approved within 24 hours! Go to ROPLTC.com or epmez.com and order a personal example on how the plan would work for you and your family. Or order the undated Return of Premium LTC for free by using the discount code CLIENT at shop.epmez.com.
Chapters:
0:00 – Will announce a breakthrough in the world of Long-Term Care 0:30 - The story of Aunt Mary 2:30 – Aunt Mary’s goal in life was to leave a financial legacy to my Mother and Aunt – Because she had to “spend down” her meager assets so she could qualify for Medicaid, the results were sadly there was no money left for anyone. 3:30 – 72% probability that if we are over 65 we WILL experience a long term medical event 4:00 – Introduction of a brand-new Return of Premium LTC Plan with benefit 10% more than the current champion 6:15 – With this ROP LTC plan a 60-year-old repositions $1 deposit from your right pocket to your left pocket, it immediately increases to $5, for care. 8:15 – At age 70, the $1 increases to $7 because of the 3% inflation rider.  At age 80, or 20 years, a 60-year old’s $1 grows to $10! 9:30 – The monthly Long Term Care benefit is paid out as a Cash Indemnity TAX FREE monthly benefit. 10:15 – If you don’t trigger the LTC monthly benefit and you pass away, your beneficiaries will receive all of your deposit, plus a multiple of that deposit ($100,000 deposit = $170,000). 10:45 – ROP LTC is still an asset on your balance sheet – not a “use it or lose it proposition.” 12:00 – Order ROP LTC Special report at shop.epmez.com, use the discount code CLIENT to receive the report at no cost. 14:00 – Go to ROPLTC.com, or empez.com and order a personal example on how the plan would work for you and your family 14:30 – Most exciting part:  No medical exam or qualifying interview if you apply between ages 40 and 65.  If you are healthy with a clean medical background, you can be approved within 24 hours! 15:30 – The new ROP LTC plan is available up to age 76 if you are moderately healthy and have a cognitive interview 16:30 – Order the undated Special Report at shop.epmez.com, use the discount code CLIENT 17:00 – Next episode – How to plan the proper distribution of your IRA to the next generation.
Learn more:
<ul>
<li><a href="https://epmez.com/">Estate Planning Made Easy</a> website</li>
<li>shop.empez.com, use discount code: EPMEZ  to receive a 50% discount</li>
</ul>
<ul>
<li><a href="https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition">The 10 Most Common Estate Planning Mistakes</a>, 4th Edition, by David T. Phillips</li>
<li><a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&amp;step=2">Generational Wealth Strategies</a> newsletter<a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&amp;step=2"></a></li>
</ul>
Contact:     •    Estate Planning Specialists at 888-892-1102     •    The Durfee Law Group at 480 324-8000

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.

With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 

Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.

Main website link: https://epmez.com
YouTube Channel Link: https://www.youtube.com/@estateplanningspecialists2789
Store link: https://shop.epmez.com/
GWS Newsletter Sign-up Link: https://shorturl.at/zHJOZ

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts &amp; Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.
With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 
Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.
Main website link: <a href="https://epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://epmez.com&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0qALRXTJVyOinBloImKnxF">https://epmez.com</a> YouTube Channel Link: <a href="https://www.youtube.com/@estateplanningspecialists2789" data-saferedirecturl="https://www.google.com/url?q=https://www.youtube.com/@estateplanningspecialists2789&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1nzSPsC1Y_nXu8iCUYcPNA">https://www.youtube.com/@estateplanningspecialists2789</a> Store link: <a href="https://shop.epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://shop.epmez.com/&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1SjDCRxiUlsGjJOeW8TOYs">https://shop.epmez.com/</a> GWS Newsletter Sign-up Link: <a href="https://shorturl.at/zHJOZ" data-saferedirecturl="https://www.google.com/url?q=https://shorturl.at/zHJOZ&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0pwzLkGPEVthRyd7l4olm2">https://shorturl.at/zHJOZ</a>

Estate Planning Made Easy

In this episode Estate Planning Specialists CEO David Phillips shares some exciting investor news. First he tells the story of his Aunt Mary, who had to “spend down” her meager assets so she could qualify for Medicaid, leaving no inheritance for her family. There is a new Return of Premium Long Term Care Plan that provides 10% more in monthly TAX FREE Indemnity Benefit than the current champion. For example, a 60 year old with a $1 deposit immediately has $5 available for care, growing to $7 at age 70 and $10 at age 80. Go to ROPLTC.com or epmez.com and order a personal example on how the plan would work for you and your family.