Optimized Advisor Podcast

The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen


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Scott was a guest on The Zandbergen Report Podcast with CFP, Bart Zandbergen to discuss long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program. In this episode, the duo discusses the importance of being informed so that each person and their families can make the right choices for their individual needs related to their long-term care options.

In this episode you will learn the following: 

  1. What Long-Term Care is, what it consists of, and what various types are available
  2. Possible changes coming with the proposed Long-Term Care Assembly Bill
  3. What tax implications should be considered
  4. What the state mandates would mean for California residents

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

 

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Optimized Advisor PodcastBy Scott Heinila

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