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Developing client-focused long-term care plans with Krause Financial Services, LLC

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Manage episode 414124797 series 2289896
Content provided by IICLE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IICLE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jim Wolverton of Krause Financial Services, LLC, discusses the importance of crisis Medicaid planning services and the tools Krause provides to assist attorneys and their clients.
Additionally, Jim discusses how Krause Financial has expanded to provide new educational opportunities for attorney and client questions related to Medicaid planning, long-term care insurance products for proactive planning, and funeral expense trust services.
Krause Financial is a Bronze Sponsor for the Estate Planning Short Course 2024 -- May 16 and 17 in Chicago and June 6 and 7 in Champaign.
Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.

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59 episodes

Artwork
iconShare
 
Manage episode 414124797 series 2289896
Content provided by IICLE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IICLE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jim Wolverton of Krause Financial Services, LLC, discusses the importance of crisis Medicaid planning services and the tools Krause provides to assist attorneys and their clients.
Additionally, Jim discusses how Krause Financial has expanded to provide new educational opportunities for attorney and client questions related to Medicaid planning, long-term care insurance products for proactive planning, and funeral expense trust services.
Krause Financial is a Bronze Sponsor for the Estate Planning Short Course 2024 -- May 16 and 17 in Chicago and June 6 and 7 in Champaign.
Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.

  continue reading

59 episodes

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