Learn how to convert a life insurance policy into a long-term care account. Guest Speaker: George Holmes Braddock, Certified Long-Term Care Planner. During this fun and informative event, you’ll learn about: Tax-favored
Learn how to convert a life insurance policy into a long-term care account.
Guest Speaker: George Holmes Braddock, Certified Long-Term Care Planner.
During this fun and informative event, you’ll learn about:
- Tax-favored strategies to protect your savings and loved ones.
- Life settlements
– Exchange unneeded life insurance for 3 to 5 times the cash value
- Getting cash for unwanted term policies
- New Hybrid insurance policies
– Get cash back if care isn’t needed
– Hybrid rates can never be increased
- Traditional long-term care insurance at the lowest cost
- What makes East Ridge at Cutler Bay unique
George Holmes Braddock, CLTC
George is a Certified Long-Term Care Insurance Specialist. Over the years, George has helped hundreds of families protect their life savings against longevity risk. As a continuing education instructor for the Florida Institute of Certified Public Accountants (CPAs), George assists accountants in fulfilling their fiduciary responsibility to protect client wealth. Besides CPAs, he works with financial advisors of all sorts, including insurance agents, attorneys, trust officers, wealth managers and others who trust him to provide peace of mind to their valued clients. George is a long-time member of the National Association of Insurance and Financial Advisors, the National Association of Health Underwriters and the American Association for Long-Term Care Insurance. He has met with legislators in Washington and Tallahassee on their behalf. George is a graduate of the University of Miami with a degree in Communications.
About East Ridge at Cutler Bay
East Ridge at Cutler Bay offers resort-style living with amenity-rich services on 76 acres of professionally maintained grounds, along with one-story patio homes that you won’t find anywhere else in South Miami. Here, you’ll see beautiful surroundings and experience a worry-free lifestyle that allows you to take advantage of all of the comforts of home without the responsibility of home maintenance. Enjoy the peace of mind that comes with the security of health care if and when you need it.
We are taking every precaution to ensure the health and safety of our guests. Seating is limited. Please RSVP today.
(Thursday) 11:00 am