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June 2017 Long-Term Care Workshops


long term care

Click here to view the full PDF

is the #1 Financial Risk faced by retirees.  US Govt. statistics tell us that 70% of Americans over 65 will eventually need long-term care for an average of 30 months.

You are Cordially Invited to join us for lunch to explore the most sensible planning solution to address this risk.

  • When serious illness or end-of-life issues occur, the need for professional care is great and the cost will demand a significant increase in retirement income.  A simple adjustment within your investment portfolio should contain an account that will provide substantial added income when professional care is needed in your home or a special facility.
  • The money you move into this account should be fully Guaranteed
  • You should have Guaranteed access to it any time
  • And if never needed, a fair tax-free rate of return to your heirs

Come see why this is the number one growing financial strategy in the country.

Unfortunately, Individuals requiring medical devices such as a walker, cane, wheelchair or oxygen are not eligible for the insurance-based solutions which will be discussed. As a matter of courtesy to others we ask that you do not attend and take up the seat of someone who could benefit from the information. We will be happy to speak with you about other alternatives.

Join Us:

Click here to view the workshop invitation



Wednesday, June 7th 2017
12:00 – 1:30pm
Butcher Shop Steakhouse
5255 Kearny Villa Road
San Diego, CA. 92123

Thursday, June 8th 2017
12:00 – 1:30pm
Bistro West
4960 Avenida Encinas
Carlsbad, CA. 92008



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