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Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Long-Term Care

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Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Long-Term Care

Published on December 27, 2022

Steven Lippman discusses avoiding paying out of pocket for long-term care expenses. 

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care/

Steven explained: “One of the most important steps in avoiding out-of-pocket long-term care expenses is to purchase long-term care insurance. It’s a good idea to shop around for different policies and compare coverage, benefits, and costs so people can find one that fits their needs. Long-term care insurance is usually purchased through an employer or private insurer. It can help cover the cost of skilled nursing services, personal care assistance, home health aides, adult day care, and respite services.”

Other options are available for those who don’t have access to long-term care insurance. Medicaid provides benefits in some cases to those who qualify financially. Medicaid also provides coverage for nursing home stays if needed and home health care with certain restrictions in place. In addition, some states offer programs that help pay for long-term care services.

If someone cannot receive financial assistance through Medicaid or a state program, there are alternatives for paying for long-term care expenses. One is to set up a trust fund that can be used to cover the costs of any necessary services and supplies. Another option is to use personal savings or investments to pay out of pocket for long-term care expenses. It’s important to plan ahead and make sure to have enough saved up in case of an emergency.

No matter which routes people choose, it’s always a good idea to talk with an expert about their options so they can make an informed decision. Proper planning and preparation can reduce the risk of paying out-of-pocket for long-term care expenses.

Christopher Bachman, from Boca Raton, FL says: “In 2008, we had the great fortune of meeting Steve and began to benefit from his services. Steve’s calm, analytical manner of looking at an insurance or financial plan and his ability to seek out what are the true needs and hopes of his client, have proven to be outstanding. Steve has helped us improve our insurance portfolio covering: life, long term care, annuities, Medicare supplements and health. We now contact Steve with all of our insurance needs and have grown to trust him and his recommendations more than any other insurance provider we have ever had.”

Norma H. Engelhardt from Palm Beach Gardens, Fl says: “We have been clients of Steve Lippman since 1990. We have bought life insurance, annuities, Medicare supplements, and long term care policies from him, but the best thing he has done for us was to guide us as we moved our IRA account into an equity-indexed annuity. When the market crashed, we were protected. Our friends who were still invested fully in the stock market were jealous. Thank you, Steve!! You are a true professional and a trusted advisor.”

 

About Steven A. Lippman

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steven has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and CPA’s to provide a range of sophisticated services to clients.

After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steven has been a devoted coach of local youth soccer, baseball, and hockey leagues.

Contact them and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies they represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

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D. Scott Kenik, Founder, and Principal of Wealth Concepts Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Fill-the-Gap Income Planning

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2 days ago

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June 8, 2023

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D. Scott Kenik, Founder, and Principal of Wealth Concepts Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Fill-the-Gap Income Planning

Published on June 8, 2023

Scott Kenik discusses Fill-the-Gap income planning. 
Listen to the interview on the Business Innovators Radio Network:
https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning/

Scott explained: “Fill-the-Gap income planning is a financial strategy that helps individuals, couples, and families bridge the gap between their current expenses and desired post-retirement income and fills the gap with guaranteed, lifetime income. This approach looks at all sources of retirement income (e.g., Social Security, pensions, investments) and any additional sources such as part-time work and home equity release programs. It uses strategic methods for increasing savings rates and using tax strategies to maximize benefits.”

The goal is to ensure that an individual’s lifestyle in retirement can be comfortably sustained without running out of money or having to reduce spending. By creating a personalized plan tailored to an individual’s specific goals and objectives, Fill-the-Gap income planning can help preserve wealth and maximize retirement income.

Scott added: “Through a combination of financial planning, safe-money investments, and tax strategies, fill-the-gap income planning can provide the peace of mind that comes with knowing your lifestyle in retirement will be secure. From creating an individual retirement account (IRA), diversifying investments, strategically managing Social Security benefits, this approach looks at the big picture and plans accordingly for different scenarios.”

With Fill-the-Gap income planning, protecting wealth and maintaining a desirable lifestyle is within reach. By taking into account all sources of potential retirement income now, people can keep themselves from needing to make drastic changes later on down the road. Ultimately, Fill-the-Gap income planning can help make sure their financial future is secure and they have a comfortable lifestyle in retirement without having to worry about running out of money.

About D. Scott Kenik

Scott first started in the industry back in 1995. He spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and he worked for Metropolitan Life helping them launch a new retirement program.

There were two significant events in his life that led him to his current and most rewarding path of helping families gain financial security.

The first was his parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as he knew they were successful. They never said otherwise.

When his dad passed, his mom told him that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now, they were both smart people and had dedicated a lot of their time to learning about investing. Instead of mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. He watched his retirement account drop like a rock, as did his friends and associates. He knew there had to be a better way.

If a No-Stress Retirement is your goal, feel free to contact Scott for a complementary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/

 and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap https://www.nostressretirementroadmap.com/

 
ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

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ASKCRAIGTEE, Inc. Introduces techKNOWLEDGE™: A Virtual Group Coaching Program Equipping Business Owners with Essential Technology Skills

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2 days ago

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June 8, 2023

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techKNOWLEDGE™ is a comprehensive 12-module program that’s available now. Throughout the program, participants will engage in interactive sessions, receive personalized coaching, and gain access to a supportive community of like-minded entrepreneurs. The program covers a wide range of topics, including software selection, implementation strategies, process optimization, cybersecurity best practices, and utilizing technology for business growth.

“Technology can be a challenge, but it doesn’t have to be hard,” asserts Tomanini. “Our goal with techKNOWLEDGE™ is to equip business owners with the essential skills they need to take back control of their businesses and revenues. We want to empower them to handle their business from a technology standpoint more efficiently and effectively.”

At ASKCRAIGTEE, Inc., education and coaching are at the core of their services. Through their Education division and strategic partnerships, they offer access to a diverse range of courses, workshops, and training programs designed to equip their clients with the essential skills they need to succeed. Simultaneously, their coaching division provides personalized guidance and support to help clients achieve their goals.

“Our coaching division provides personalized guidance and support to help our clients achieve their goals,” states Tomanini. “Through our Education division and its strategic partnerships, we offer access to a range of courses, workshops, and training programs designed to equip our clients with the essential skills they need to succeed. We specialize in providing education and coaching services to businesses in their first five years of operation, with an annual revenue range of $100K to $1M.”

ASKCRAIGTEE, Inc. is widely recognized as a leading provider of education and business services. Their innovative approach to education and coaching aims to help business owners achieve success by providing them with the skills, knowledge, and resources they need to grow their businesses.

“With nearly 30 years of experience in the technology industry, I am dedicated to helping business owners and leaders maximize the potential of their technology investments,” says Tomanini. “Through strategic planning, process optimization, and employee training, we empower our clients to leverage technology effectively and achieve their full potential.”

As part of their commitment to supporting business owners, ASKCRAIGTEE, Inc. also offers additional resources through their Business Services and Events divisions. Their content creation team assists in creating compelling content that engages and inspires audiences, while their events division provides networking opportunities and events to help clients connect with peers and stay updated on industry trends.

For business owners seeking to enhance their technological proficiency and take their businesses to new heights, techKNOWLEDGE™ offers a comprehensive and practical solution. With the guidance of industry experts, personalized coaching, and access to a supportive community, participants can confidently navigate the ever-changing technology landscape and harness its full potential for business success.

To learn more about techKNOWLEDGE™ and enroll in the program, please visit:

http://thetechnologybusinesscoach.com.

https://www.facebook.com/thetechnologybusinesscoach/

iam@askcraigtee.com

www.askcraigtee.com

About Craig Tomanini

Craig Tomanini is a seasoned business executive and entrepreneur who is passionate about helping businesses achieve success through the strategic use of technology. He is the Founder and CEO of ASKCRAIGTEE, Inc., where he is known as The Technology Business Coach™. With nearly 30 years of experience in the technology industry, Tomanini has a deep understanding of how technology can impact overall business processes and bottom-line results. His focus as The Technology Business Coach™ is to help business owners and leaders maximize the potential of their technology investments through strategic planning, process optimization, and employee training.

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Achieve Systems’ Biz Explosion Conference is Scheduled for June 9th – 10th, 2023

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2 days ago

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June 8, 2023

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Achieve Systems’ Biz Explosion Conference is Scheduled for June 9th – 10th, 2023

Published on June 8, 2023

Achieve Systems Pro is a Collaborative Community of Business Owners and Entrepreneurs supporting each other and providing Solutions. Bringing Business Owners & Entrepreneurs together to acquire success. It offers support systems, resources, revenue streams, and community to help business owners accelerate their business growth.

Achieve Systems CEO, Robert Raymond, announced that the Achieve “Biz Explosion” Conference for the summer of 2023 will be held on Friday, June 9th and Saturday, June 10th.

The summer conference will take place at the Best Western Premiere Hotel at 4411 Peoria Street, Denver, Colorado 80239. This conference will be emceed by Kirk Samuels.

The schedule for this business building conference is as follows:

  • Thursday, June 8th at 5:30 pm – Welcome Happy Hour Reception
  • Friday, June 9th from 9 am – 5 pm – Strategic Partnership 
    Building
  • Saturday, June 10th from 9 am – 5 pm – Main Event
    Biz Explosion Conference
  • Saturday, June 10th at 5:00 pm -After Party

This conference features five powerful workshops, and attendees will be able to uplevel their business through speaking, networking and growing their community, leadership and getting referrals.

“At Achieve Conferences, our mission is to provide entrepreneurs with the support, guidance, and tools they need to create a successful business,” said Founder and CEO, Robert Raymond.

The theme for this event is “Rock your Business”. Achieve Systems is offering a complimentary VIP ticket valued at$497. Interested parties can get their VIP complementary ticket by registering at: www.achievebizconferences.com

Achieve Systems’ very popular Pre-Conference Event “Develop Strategic Partnerships & Referral Relationships Creating Powerful Leads” will take place on Friday, June 9th. 

“This day is a business owners dream. Attendees can join us at our award-winning day where we help them create meaningful relationships that lead to referrals and power partners. This is a business acceleration event for small business owners and entrepreneurs. We will provide them with several strategic relationships with professionals who can help them grow their business and even hand them referrals right on the spot. Developing power partners is the key to growing almost any business. Today they will not just learn how but will have many possible relationships set up for meetings before they even walk in the door.” Raymond commented.

“The main event is on Saturday where we have our amazing Keynote speaker who will be focusing on boosting your brand and business simultaneously followed by 5 other high-level speakers. We have 50+ vendors and business owners for you to connect with and create win-win opportunities.” Robert added.

On Saturday, June 10th, the Biz Explosion conference also features a line-up of professional public speakers chosen to provide unmatched value to the attendees. These speakers include:

  • Featured Keynote Speaker Chris Salem – Boost your Brand and Business
    Simultaneously, 10:00AM – 11:15AM
  • Brandon Barnum – Raving Referrals for Business Success,
    11:30AM – 12:30PM  
  • Ashlee Fay Branstetter – How to Effectively Use Relationships to Scale, 2:00PM – 3:00PM 
  • Gary De Rodriguez – Deep Leadership, 3:05PM-400PM 
  • Christopher Gandy – Building a Legacy, 4:00PM – 4:45PM  
  • Cathy Reilly, Achieve Speaker Pro Leader – 5 Powerful Ways to have your voice be heard and implement the incredible information from today’s conference, 4:45PM – 5:00PM

“We provide business owners with the most powerful tools needed including leads, a built-in community, a world class coaching system, biz building conferences, marketing systems, preferred vendors, business partnerships and revenue streams to help uplevel their business.” Raymond concluded.

For more info about Achieve Systems’ Biz Explosion Conference and for registration visit: achievebizconferences.com

For more info about Achieve Systems membership visit: https://www.achievesystemspro.com/

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