Course Details
October 25 and 26, 2018
Grow Your Business or Practice through Life Resource Planning – 50 Minutes
Presented by Thomas Day CLU CLRP, Director National Care Planning Council
Life Resource Planning is a marketing system developed by the National Care Planning Council and is used to find new clients or customers for practitioners who work in the senior market. The LRP system works well for financial types such as insurance agents, registered representatives and financial planners as well as working for home care companies, attorneys, care managers, real estate agents and reverse mortgage specialists. READ MORE
Successful Strategies for Marketing to Seniors – 90 Minutes
Panel Discussion; Kimberly Hegwood JD, David Olney CSA, Horace Bone PhD
Kimberly is an elder law attorney. She will share with attendees, strategies that have worked for her to attract new clients in the senior market. David and Horace are both financial practitioners who have a long history of working in financial planning and insurance sales directed towards a senior market. They will share with attendees, their experience in using the Life Resource Planning System as well as other strategies that have worked over the years. READ MORE
Medicaid Planning – 60 Minutes
Presented by Dale Krause JD LLM, Krause Financial Services
Dale Krause operates a nationwide service that concentrates on providing annuity products for Medicaid planning and VA planning. Krause Financial Services also provides state-by-state information and assistance on Medicaid planning rules. READ MORE
Funeral Trusts for Medicaid Planning – 60 Minutes
Presented by Michael O'Dell CFP CES and Karl Dovnik Jr. JD, DelcoUSA
Michael O’Dell – owner of Delco USA – together with Karl Dovnik Jr. will explain the use of funeral trusts for Medicaid planning. Trusts are funded with single premium, guaranteed acceptance life insurance products. READ MORE
Certified in Life Resource Planning Designation (CLRP) – 30 Minutes
Presented by Valerie Buck, National Care Planning Council
Valerie will discuss the introduction of a planning designation – CLRP – which was recently trademarked by the US trademark and patent office. The designation stands for “Certified in Life Resource Planning.” Along with the certification is a website dedicated to holders of the designation, describing the process of Life Resource Planning and listing current designees. READ MORE
Bridging the Transition to Senior Living – 30 Minutes
Presented by Roque Santi, Elderlife Financial
Elderlife provides seniors and their loved ones with financial information, guidance, and services that simplify the transition to senior living. READ MORE
How to Legally Charge Fees for Representing Veterans – 30 Minutes
Presented by Thomas Day, Director of the Senior Veterans Service Alliance
Contrary to that which is published in the media and statements by congressmen and officials representing VA benefits, there is no federal law that prohibits non-accredited individuals from charging a fee for assistance with veterans claims. On the other hand, any individual who assists with more than one claim must be accredited thus making that person subject to the rules regarding the charging of fees. READ MORE
Implementing Veterans Benefits into Your Practice – 60 Minutes
Presented by Mark Wight JD, Idaho Estate Planning
Mark Wight has been very successful in implementing veterans benefits into his elder law practice. He will discuss the various ways in which he reaches out to the community to make veterans aware of his services. READ MORE
VA’s New Paperless Claim System – 20 Minutes
Presented by Valerie Buck, Senior Veterans Service Alliance
Beginning in 2012, VA began migrating its paper-based claim system to a paperless system. By the end of 2015, this process was mostly complete and currently it is considered fully complete. Implementation of the paperless system also involved development of a computer database called VBMS – Veterans Benefits Management System. READ MORE
Planning Strategies for Pension Aid and Attendance – 60 Minutes
The latest information on what happened to Veterans Affairs proposal to implement a 36 month look back penalty will also be presented.
Presented by Valerie Peterson JD, CEO of ElderCounsel
Even though Pension is a means tested program with a cap on allowable assets in order to be entitled to a monthly benefit, there are currently no federal rules that prohibit gifting assets in order to become entitled. In fact, current regulations do recognize that gifting might occur and restrictions and prohibitions around certain forms of gifting are not allowed. READ MORE
Filing Successful Pension Aid and Attendance Claims – 60 Minutes
Senior Veterans Service Alliance
Over the years, we have been involved in thousands of claims for Pension – primarily Pension with aid and attendance. He has learned a tremendous amount pertaining to the most successful ways to win Pension claims. He has also learned a tremendous amount about pitfalls with Pension claims and how to avoid those pitfalls. READ MORE
DIC, Including Aid and Attendance Allowance with DIC – 20 Minutes
Senior Veterans Service Alliance
Aid and attendance allowances with veteran’s disability benefits are generally misunderstood. Aid and attendance is not a benefit but is represented by 15 different monetary allowances available with Dependency and Indemnity Compensation (DIC), Veterans Pension, Survivors Pension (Death Pension), Disability Compensation and Special Monthly Compensation (SMC). READ MORE
Filing Successful Disability Compensation Claims – 60 Minutes
Presented by Thomas Day, Director Senior Veterans Service
Tom will discuss how to use VA’s new paperless system for filing a successful original claim for Disability Compensation. If you know how to file a successful original claim then you know how to put together a successful appeal. The process is the same. The only difference between an original claim and an appeal is that with the appeal you have to go into the record and find out what went wrong. Once you know that, then you can use the strategies for original claims in the How to Apply Book to follow through with your appeal READ MORE
Strategies for Winning Appeals – 60 Minutes
Presented by Joel Ban JD, Ban Law Office
Joel Ban concentrates his law practice on assisting with appeals for veterans benefits claims. Joel is an active member of the National Organization of Veterans Advocates – a national organization that supports practitioners in the area of veterans benefits appeals. READ MORE
