"GROW YOUR BUSINESS" CONFERENCE – INCLUDES CLE CREDIT*
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Michael O'Dell CFP CEP

Michael O’Dell CFP CEP

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Michael O’Dell was already a successful business owner—serving 25 years as president of the multi-office Delco Estate Planning Services—when he tripped across an idea that has changed the way funeral trusts are managed across the country. 
 
“Our firm assisted senior citizens with financial planning with an emphasis on full estate planning,” he explains. 
 
“Since 93% of all seniors don’t have long-term care insurance, we provided legal assistance in protecting assets such as their homes, money, and funeral planning funds.  As part of our estate planning process we sent clients to local funeral homes to pre-pay their funerals. 
 
One day a client came back to our office after visiting the funeral home and showed us their plan.  It consisted of a single-payment life policy with a funeral trust drafted by the insurance company, naming the funeral home as the beneficiary.  After reviewing the trust, it seemed to me that I could write this.  ”
 
O’Dell, a Certified Financial Planner and Certified Elder Planner, called the insurance company that offered this trust and life policy and expressed his interest in marketing the product.  Since it had previously been restricted to funeral homes, they were understandably hesitant.  But he persisted and eventually succeeded in convincing the company to allow him to write the funeral trust at his offices. 
 
O’Dell’s mission has been to spread the word about this innovative product not only to his own clients, but to other financial professionals. 
 
“Once I realized that mine was probably the only financial planning office marketing the funeral trust, I came up with the idea of marketing the funeral trust nationally to financial planners, insurance agents, and attorneys.  The rest is history.  My firm has become the premier marketing company nationally for the funeral trust, and we now have proprietary products with several insurance companies,” he say
s. 

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National Care Planning Council
​Senior Veterans Service Alliance

PO Box 1118
Centerville, UT 84014
​800-989-8137
contact@longtermcarelink.net

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© COPYRIGHT 2018. ALL RIGHTS RESERVED.
*The format of this live training course, is generally acceptable for credit with most State Bars.  We will provide you instructions on how to apply for credit in your state if it is not pre-approved below.  The course is also pre-approved for State MCLE credits in the following states for the following hours:

California 6 Hours
Washington 7.25 Hours
Nevada 6 Hours
​Colorado 7 Hours
New Mexico 6 Hours
Utah 6 Hours
Idaho 6 Hours

Wyoming 6 Hours
Florida 7 Hours
Georgia  7 Hours


More states coming soon...
The course does not include any credits for ethics.

**This training course also meets the requirement for 3 hours of CLE for maintaining accreditation with the Department of Veterans Affairs as found in Title 38 CFR 14.629 (b).   This course will also meet the mandated  3 hours of first year CLE requirements as well as any ongoing 3 hours of CLE on veterans law and procedures required every two years (see 38 C.F.R. § 14.629). The information in this course and the detailed handbook that comes with the course are a result of knowledge derived from our participation in thousands of claims for veterans disability benefits.  If you wish to become accredited by the Department of Veterans Affairs, please contact us and we will provide you instructions on how to become so.  It takes several months to become accredited and if you wish to use this course to meet your first year requirement for VA Accreditation CLE, you must file your application at least 4 months before attending the conference.
  • AGENDA
  • LEARN
  • Presenters
  • DETAILS
  • Pricing & Register
  • HOTEL
  • EXHIBITORS
  • SIGHTSEE
  • SPONSORS
  • CONTACT