What do you need to do to prepare for your family’s future care needs?

Navigating long-term care is not just about planning financially, but emotionally, and strategically. Let’s explore how to protect our loved ones without losing our peace of mind.

In this episode, Brendon Murphy sits down with Jeremy Veryser, a seasoned regional account director from OneAmerica, to unravel the complex world of long-term care planning. Together, they dive into unique funding strategies that will ease the burden on families while offering peace of mind. Whether you’re a caregiver, a family member, or just someone curious about long-term care, this episode has invaluable insights for everyone.

Brendon and Jeremy discuss: 

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• (03:00) The history and evolution of asset-based long-term care solutions
  
• (08:03) Leveraging life insurance and annuities for long-term care benefits
  
• (11:10) Strategies for using health savings accounts and business tax deductions in care planning
  
• (13:00) How the Pension Protection Act offers new tax advantages
  
• (16:05) Addressing cognitive disorders and care for illnesses like dementia and Alzheimer’s
  
• And more
  

Tune in for practical advice that can help safeguard your financial plans and secure legacy wealth for future generations. Be sure to like, follow, and share this episode with anyone you think might find it helpful.

Resources:

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• HIPAA
  

Connect with Brendon Murphy: 

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• (610) 449-9900
  
• LinkedIn: Brendon Murphy
  
• bmurphy@mycfsi.com
  
• Website: Compass Financial Solutions
  

Connect with Jeremy Veryser: 

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• OneAmerica Financial
  
• LinkedIn: Jeremy Veryser
  

About our Guest: 

Jeremy Veryser, a regional account director of OneAmerica, works with successful BGAs and IMOs to educate their marketers and financial professionals on how to implement plans for extended care needs by utilizing our asset-based LTC product suite. At OneAmerica Financial, Asset-based long-term care is a primary focus and with a dedicated employee wholesaling team, the largest in the asset-based LTC market, it’s easy to see why these strategies are becoming the future of LTC planning. OneAmerica Financial’s Brokerage partners have found these solutions help to address one of the largest retirement risks while simultaneously creating significant revenue. Some of the attributes Jeremy seeks in future brokerages he works with are a real desire to help advisors protect their clients and their client’s families from the physical and emotional consequences that an unexpected care need would cause, a holistic approach to financial planning, superior ethics, and a desire for continued growth.