Shows
B2B Synergy - The Power Partners USA PodcastExplaining Hybrid Long-Term Care Policies with Jim Better of Essential Plans of InsuranceSend us Text Message Shout Out!Show NotesIn this B2B Synergy episode, we focus on hybrid long-term care insurance policies with Jim from Essential Plans of Insurance. Jim explains the concept of hybrid policies, which combine long-term care and life insurance, ensuring a payout whether custodial care is used or not. He provides an overview of the benefits, tax deductions, and the underwriting process for these policies. We also discuss the latest developments in the industry, including new policies that offer cash benefits and zero waiting periods for home care. This...
2025-08-0423 min
B2B Synergy - The Power Partners USA PodcastThe Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil ShekerlianSend us Text Message Shout Out!In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual...
2024-09-1931 min
B2B Synergy - The Power Partners USA PodcastNavigating The Intersection of Estate Planning and Real Estate Transactions – Episode 6Send us Text Message Shout Out!In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affe...
2024-03-0231 min
Money Matters With Dino#70 Put Your Financial Goals Into Action By Making Your Money Work For You 6 - 2-14Blair Aaronson from Retirement Thru Design and Estate Planning Attorney Phil Shekerlian come on to our show for this week's topic "Put Your Financial Goals Into Action By Making Your Money Work For You." on Money Matters With Dino airing every Sunday at 7AM on the Patriot KEIB AM 1150.
2014-06-0355 min