Smart Planning 101

MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit:  the Veteran’s Improved Pension (which is commonly known as “Aid and Attendance”). What You Will Learn in This Episode: Jim’s background, and why this area of law is very satisfying (how much we can help people!) What the Veteran’s Improved Pension is (a benefit people call “Aid & Attendance”) What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG) How the written and unwritten rules play into getting this benefit for people What it takes to get qualified for the benefit What a family member or spouse should do if they are told they have too much money to qualify The dangers of allowing a financial planner, annuity salesperson, or insurance person to get you/a loved one qualified for Veteran’s Improved Pens