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INTRODUCTION TO ANNUITIES IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
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ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
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THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
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INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
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TAX PRACTICE INNOVATIONS: INSIGHTS FROM ROGER NEMETH
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MASTERING FINCEN BOI: ADAPTING TO LAW CHANGES AND DEVELOPING FILING STRATEGIES
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ESSENTIALS OF ANNUITIES
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U.S. INTERNATIONAL TAXATION AND SELF-CARE FOR CPAs
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Self study cpe
Financial Tools to Fund Long-Term Care in 2024

FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024

CPE Processing Fee$30.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMarch 29, 2024
Date OfferedApril 2, 2024
Expiration DateApril 2, 2025
Course Description

Someone turning age 65 today has almost a 70% possibility of using some type of long-term care service for their remaining years, but the duration varies for each person. As long-term care costs continue to increase by an average of 3%-5%, your clients need guidance in order to mitigate this leading retirement risk.

Although the biggest payor of long-term care is currently Medicaid, it’s a much more complex process to qualify for benefits depending on which state your clients live in. Through pre-planning, they can transition much sooner than dealing with the “spend-down” and “look-back” periods as well as a myriad of other complexities including taxes. The Pension Protection Act of 2006 allows certain policies to possess tax-free opportunities through a strategic 1035 exchange.

Join this webinar to understand the options so you can help your clients uniquely fund their long-term care plans without having to exhaust all of their financial resources.

Learning Objectives:


  • List all the types of policies, including traditional long-term care insurance, "hybrid” life insurance policies with a long-term care rider (asset-based vs. linked-benefit), long-term care annuities, and chronic illness policies

  • Determine the pairing of a long-term care report with a solution

  • Give examples of tax deductions for individuals and business owners

  • Evaluate how to help clients qualify for expensive nursing home costs without denials and penalty periods



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Dias financialtoolstofundlongtermcarein2024 videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:09:35 minutes
QUESTION 2: 0:34:00 minutes
QUESTION 3: 0:45:50 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

 

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About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.