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Developing client-focused long-term care plans with Krause Financial Services, LLC
Manage episode 414124797 series 2289896
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/.
59 episodes
Manage episode 414124797 series 2289896
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/.
59 episodes
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