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POWER POINT PRESENTATION PROTECT YOUR FAMILY’S INHERITANCE NEW CLIENT PRESENTATION SEMINAR FUNERAL TRUST  CAREY CHANDLER [email_address] (731) 394 2130
WELCOME ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
 
 
 
 
 
 
 
IF YOU SPEND-DOWN YOUR LIFE SAVINGS TO $2000.00 TO BECOME ELIGIBLE FOR MEDICAID…THERE ARE NO FUNDS REMAINING TO PAY FOR FUNERAL EXPENSES…PRE-PLANNING IS A MUST TODAY!
SINCE 93% OF ALL SENIOR CITIZENS OVER THE AGE OF 65 DO NOT HAVE NURSING HOME INSURANCE…PROTECTING ASSETS IS VERY IMPORTANT…SHELTER DOLLARS FROM THE NURSING HOME USING THE PRE-FUNDED FUNERAL TRUST
Pre-Funded Funeral Trusts for Family  Members can be a great way to spend-down assets To become eligible for Medicaid.  *MOST STATES ALLOW PARENTS TO FUND FUNERAL TRUSTS FOR THEIR CHILDREN AND NOT COUNT AS A DIVESTMENT.  FUNDS USED TO FUND BURIAL SPACES MAY BE EXEMPT.* CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC RULES PERTAINING TO YOUR STATE.  *Medicaid Eligibility Can vary from state to state.  Some states may allow parents to fund “Burial Spaces” with the Funeral Trust for their children.
It is recommended that you consult an Elder Law Attorney for Specific rules for your state.  Medicaid Eligibility varies from state to state.
 
PLAN TODAY!
PLANNING IN ADVANCE
IRREVOCABLE FUNERAL TRUST YOU SHOULD ALWAYS CONSULT AN ELDER LAW ATTORNEY FOR ELIGIBILITY ISSUES FOR YOUR STATE OF RESIDENT.  MEDICAID  RULES VARY FROM STATE TO STATE.  THE IRREVOCABLE FUNERAL TRUST IS A PACKAGED PROGRAM WHERE AN INSURANCE POLICY WITH SIMPLE INTEREST GROWTH IS ASSIGNED TO THE IRREVOCABLE FUNERAL EXPENSE TRUST TO PROVIDE YOU WITH THE MOST PROTECTION FOR YOUR MONEY This Program is specifically designed to set aside funds for your Funeral And relieve this burden from your family.
FUNERAL TRUST COMPARISON THE IRREVOCABLE FUNERAL TRUST PROVIDES THE MOST  PROTECTION AND PEACE OF MIND IN PRE-PLANNING! IT IS RECOMMENDED THAT YOU CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC  MEDICAID RULES IN YOUR STATE
PEACE OF MIND
 
THANK YOU FOR VIEWING ,[object Object],[object Object],[object Object]
DISCLAIMER DELCO BROKERAGE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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This assessment plan proposal is to outline a structured approach to evaluati...This assessment plan proposal is to outline a structured approach to evaluati...
This assessment plan proposal is to outline a structured approach to evaluati...
 

Funeral Trust Power Point of Carey Chandler

  • 1. POWER POINT PRESENTATION PROTECT YOUR FAMILY’S INHERITANCE NEW CLIENT PRESENTATION SEMINAR FUNERAL TRUST CAREY CHANDLER [email_address] (731) 394 2130
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  • 12. IF YOU SPEND-DOWN YOUR LIFE SAVINGS TO $2000.00 TO BECOME ELIGIBLE FOR MEDICAID…THERE ARE NO FUNDS REMAINING TO PAY FOR FUNERAL EXPENSES…PRE-PLANNING IS A MUST TODAY!
  • 13. SINCE 93% OF ALL SENIOR CITIZENS OVER THE AGE OF 65 DO NOT HAVE NURSING HOME INSURANCE…PROTECTING ASSETS IS VERY IMPORTANT…SHELTER DOLLARS FROM THE NURSING HOME USING THE PRE-FUNDED FUNERAL TRUST
  • 14. Pre-Funded Funeral Trusts for Family Members can be a great way to spend-down assets To become eligible for Medicaid. *MOST STATES ALLOW PARENTS TO FUND FUNERAL TRUSTS FOR THEIR CHILDREN AND NOT COUNT AS A DIVESTMENT. FUNDS USED TO FUND BURIAL SPACES MAY BE EXEMPT.* CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC RULES PERTAINING TO YOUR STATE. *Medicaid Eligibility Can vary from state to state. Some states may allow parents to fund “Burial Spaces” with the Funeral Trust for their children.
  • 15. It is recommended that you consult an Elder Law Attorney for Specific rules for your state. Medicaid Eligibility varies from state to state.
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  • 19. IRREVOCABLE FUNERAL TRUST YOU SHOULD ALWAYS CONSULT AN ELDER LAW ATTORNEY FOR ELIGIBILITY ISSUES FOR YOUR STATE OF RESIDENT. MEDICAID RULES VARY FROM STATE TO STATE. THE IRREVOCABLE FUNERAL TRUST IS A PACKAGED PROGRAM WHERE AN INSURANCE POLICY WITH SIMPLE INTEREST GROWTH IS ASSIGNED TO THE IRREVOCABLE FUNERAL EXPENSE TRUST TO PROVIDE YOU WITH THE MOST PROTECTION FOR YOUR MONEY This Program is specifically designed to set aside funds for your Funeral And relieve this burden from your family.
  • 20. FUNERAL TRUST COMPARISON THE IRREVOCABLE FUNERAL TRUST PROVIDES THE MOST PROTECTION AND PEACE OF MIND IN PRE-PLANNING! IT IS RECOMMENDED THAT YOU CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC MEDICAID RULES IN YOUR STATE
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