Where do we go from here?
Presented by
Senior Benefits Group and Albertan Partners, LLC
In order to address the growing concerns of retirees, we have asked Alberland Partners, LLC, the group who handled many of our Medicare issues to hold workshops specifically about many of the new gaps in your benefits.The loss of extended care benefits, a minimized life insurance amount, and dental and vision plans have been the most notable.The advisors performing the workshops will address each concern and teach our members how to isolate which benefits are truly necessary and which are unnecessary expenses.
Topics covered:
1.Extended care not covered by insurance or Medicare
·When short term care is necessary, what is the likelihood of needing it?
·Is Long Term Care planning important?
·What does Medicare cover, and how does Medicaid work with the new laws?
·Are these coverages a good investment?
2.Filling the deductible gap on Major Medical
·New out-of-pocket limits are scary
·The split & cover strategy
·How to protect your assets from unexpected medical expenses
3.Ancillary coverage- Dental & Vision policies
·Are these a waste of money?
·The leverage factor of saved money
·What Medicare actually covers: You might be surprised
4.Life Insurance: The single biggest break in the tax code
·Term Life vs. Whole Life vs. Variable Life
·Unique uses for Life Insurance strategies
·When is Life Insurance money down the drain
·The Pension debacle and Spousal Income Recovery planning
Every attendee will have the opportunity to schedule a personal consultation after the meetings.As a courtesy, no specific insurance products will be promoted or sold at the events, as we wish to educate and inform.
TROY
August 17th and 18th
Somerset Inn Conference Center
2601 W. Big Beaver Rd.
Troy, MI
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GRAND BLANC
August 10th and 11th
Genesys Athletic Club
and Conference Center
805 Health Park Blvd.
Grand Blanc, MI
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There will be 3 workshops each day at
10:00 am, 12:30 pm, and 3:00 pm
Call 810-225-0464 ext.169 or email