David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care insurance has given way to the more popular and client friendly Leveraged Care Solutions, also referred to as Asset Based Care planning. By shifting assets from one pocket to another, you can create a tax-free cash indemnity long term care benefit that is immediately valued three times your overall deposit. Depending on the plan you choose, your Leveraged Care benefit can increase with interest appreciation or an inflation rider.

David explains the difference between the three new LCS options: Life Legacy/LTC Strategy, Return of Premium LTC (ROP LTC), and the LTC Annuity.  In each case if you never use the LTC benefit, your deposit, life insurance benefit or deposit plus interest is returned to your beneficiaries. David also provides a handy Leveraged Care Solution Summary comparison chart.

Chapters:
00:45 – The number one Longevity Risk – Experiencing a Long-Term Care medical event.
03:00 – Asset Based Care planning also known as Leveraged Care Solutions (LCS).
03:45 – LCS provides tax-free cash to pay for a long-term care event, if the benefit is never trigger, your deposit is returned to your beneficiaries.
04:30 – LCS financial pie chart. Simply a repositioning of an asset from your left pocket to your right, generating $3 of benefit for every $1 that is transferred.  Thus the concept of leverage.
05:40 – Life Legacy/LTC Strategy
08:00  – Return of Premium Long Term Care Strategy – ROP LTC
09:00 – Cash Indemnity benefit
10:00 – Which LCS is best for you Summary Chart – November 2023 Generational Wealth Strategies newsletter.
11:15 – Long Term Care Annuity
13:30 – Request a personalized example of how Leveraged Care Solutions can help you and your family.
15:00 – 46% of Americans over age 50 erroneously believe that Medicare covers Long Term Care – IT DOESN’T.
16:30 – Next episode – how to combat estate reduction due to poor investment choices.

Learn more:
Estate Planning Made Easy website:
shop.empez.com, use discount code EPMEZ to receive a 50% discount
Leveraged Care Solutions: Answers to Today’s Long Term Care Crisis
The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips:
Generational Wealth Strategies newsletter
ROPLTC.com website for information specific to Return of Premium LTC (ROP LTC).
After LCS Financial Snapshot chart
Leveraged Care Solution options table

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

David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care insurance has given way to the more popular and client friendly Leveraged Care Solutions, also referred to as Asset Based Care planning. By shifting assets from one pocket to another, you can create a tax-free cash indemnity long term care benefit that is immediately valued three times your overall deposit. Depending on the plan you choose, your Leveraged Care benefit can increase with interest appreciation or an inflation rider.
David explains the difference between the three new LCS options: Life Legacy/LTC Strategy, Return of Premium LTC (ROP LTC), and the LTC Annuity.  In each case if you never use the LTC benefit, your deposit, life insurance benefit or deposit plus interest is returned to your beneficiaries. David also provides a handy Leveraged Care Solution Summary comparison chart.   Chapters: 00:45 – The number one Longevity Risk – Experiencing a Long-Term Care medical event. 03:00 – Asset Based Care planning also known as Leveraged Care Solutions (LCS). 03:45 – LCS provides tax-free cash to pay for a long-term care event, if the benefit is never trigger, your deposit is returned to your beneficiaries. 04:30 – LCS financial pie chart. Simply a repositioning of an asset from your left pocket to your right, generating $3 of benefit for every $1 that is transferred.  Thus the concept of leverage. 05:40 – Life Legacy/LTC Strategy 08:00  – Return of Premium Long Term Care Strategy – ROP LTC 09:00 – Cash Indemnity benefit 10:00 – Which LCS is best for you <a href="https://answersforelders.com/wp-content/uploads/2024/05/LCS_Chart_6MAY24.pdf">Summary Chart</a> – November 2023 Generational Wealth Strategies newsletter. 11:15 – Long Term Care Annuity 13:30 – Request a personalized example of how Leveraged Care Solutions can help you and your family. 15:00 – 46% of Americans over age 50 erroneously believe that Medicare covers Long Term Care – IT DOESN’T. 16:30 – Next episode – how to combat estate reduction due to poor investment choices.
Learn more:
<ul>
<li><a href="https://epmez.com/">Estate Planning Made Easy</a> website:</li>
<li><a href="https://shop.epmez.com/">shop.empez.com</a>, use discount code EPMEZ to receive a 50% discount</li>
<li><a href="https://shop.epmez.com/">Leveraged Care Solutions</a>: Answers to Today’s Long Term Care Crisis</li>
<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</li>
<li><a href="https://ropltc.com/">ROPLTC.com</a> website for information specific to Return of Premium LTC (ROP LTC).</li>
<li><a href="https://answersforelders.com/wp-content/uploads/2024/05/After_LCS_Financial_Snapshot_Chart_8MAY24.jpg">After LCS Financial Snapshot chart</a></li>
<li><a href="https://answersforelders.com/wp-content/uploads/2024/05/LCS_Chart_6MAY24.pdf">Leveraged Care Solution options table</a></li>
</ul>
Contact:
<ul>
<li>Estate Planning Specialists at 888-892-1102</li>
<li>The Durfee Law Group at 480 324-8000</li>
</ul>

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

David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care insurance has given way to the more popular and client friendly Leveraged Care Solutions, also referred to as Asset Based Care planning. By shifting assets from one pocket to another, you can create a tax-free cash indemnity long term care benefit that is immediately valued three times your overall deposit. Depending on the plan you choose, your Leveraged Care benefit can increase with interest appreciation or an inflation rider.