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LIFESTYLE PLANNING GROUP, LLC

ASSET PRESERVATION, GUARANTEED INCOME AND LONG-TERM CARE PLANNING SPECIALISTS

Navigating Your Financial Future

CLIENT RESOURCES

ACA What are your health care choices?

Affordable Health Care

ACA Get Lower Out of Pocket Costs

Affordable Health Care

ACA Your first visit from coverage to care.

Affordable Health Care

ACA Do you know and understand the plan you selected?

Affordable Health Care

ACA Open Enrollment

Affordable Health Care

ACA Selecting the right insurance professional : Where do you go?

Affordable Health Care

ACA Affordable Health Insurance

Affordable Health Care

ACA Affordable Care Tax Breaks

Affordable Health Care

ACA Now Available. Do you qualify?

Affordable Health Care

Crisis Planning

Asset Preservation

LTIP Long Term Incentive Plan

Business Planning | Preservation | Solutions

Cost Segregation & Engineering-based Cost Segregation Studies

Business Planning | Preservation | Solutions

Supplemental Retirement Plan (SERP)

Business Planning | Preservation | Solutions

Key Person Insurance Benefits

Business Planning | Preservation | Solutions

Work Comp Insurance Audit

Business Planning | Preservation | Solutions

The R&D Tax Credit

Business Planning | Preservation | Solutions

Deferred Compensation Arrangement

Business Planning | Preservation | Solutions

Worker Opportunity Tax Credit?

Business Planning | Preservation | Solutions

Phantom Stock Purchase

Business Planning | Preservation | Solutions

Split Dollar Agreement

Business Planning | Preservation | Solutions

Restricted Endorsement Bonus Arrangement (REBA)

Business Planning | Preservation | Solutions

Credit Card Merchant Audit

Business Planning | Preservation | Solutions

ESOP (Employee Stock Option Plan)

Business Planning | Preservation | Solutions

409 Executive Benefit

Business Planning | Preservation | Solutions

COLI Corporate Owned Life Insurance

Business Planning | Preservation | Solutions

Premium Financed Life Insurance

Business Planning | Preservation | Solutions

BOLI (Banked Owned Life Insurance)

Business Planning | Preservation | Solutions

Disability Income Strategies

Business Planning | Preservation | Solutions

Buy Sell Arrangement

Business Planning | Preservation | Solutions

What is Property Tax Audit and what's involved with such an audit?

Business Planning | Preservation | Solutions

Banking on Yourself - Sound Planning Strategy

Business Planning | Preservation | Solutions

Caring Conversation | Many Faces of Caregiving

Caring Conversation

Caring Conversation | How Not To Tear Family Apart ( Family Edition )

Caring Conversation

Caring Conversation Introduction

Caring Conversation

Caring Conversation | Social Security Turns 88

Caring Conversation

Caring Conversation | Does where you retire matter?

Caring Conversation

Caring Conversation | I won't see the effects until...

Caring Conversation

Caring Conversation | Up Up and Away

Caring Conversation

Caring Conversation | So Much of Me

Caring Conversation

Caring Conversation | Workplace & Boomer Generation

Caring Conversation

Caring Conversation | Retirement Planning, HSAs, & LTC

Caring Conversation

Caring Conversation | Are you convinced yet?

Caring Conversation

Caring Conversation | Punch in the face.

Caring Conversation

Caring Conversation | It's a Women's Issue

Caring Conversation

How Not To Tear Your Family Apart

Caring Conversation

Caring Conversation | Great Wealth Transfer

Caring Conversation

Caring Conversation | Longevity vs. retirement plans….who wins?

Caring Conversation

Caring Conversation | Having The Conversation!

Caring Conversation

Life Happens

Critical Illness | Indemnity | Disability

GTL Short Term Care

Critical Illness | Indemnity | Disability

Life Happens - Disability Protection

Critical Illness | Indemnity | Disability

Critical Illness Explained

Critical Illness | Indemnity | Disability

GTL Critical illnesses and accidents can happen to anyone.  Get a Quote Today

Critical Illness | Indemnity | Disability

AFLAC

Critical Illness | Indemnity | Disability

Foreign Nationals | Insurance Planning USA [In Design}

Foreign Nationals

Foreign Nationals | Insurance Planning Spanish (In Design)

Foreign Nationals

Hospital Indemnity Insurance

Health Care Planning

Hospital Indemnity Insurance

Health Care Planning

Are You Insurable?

Health Care Planning

NAIC Cancer Insurance Guide

Health Care Planning

Affordable Health Insurance

Health Care Planning

Life Insurance - Term Coverage

Life Insurance | Final Expense

Life Insurance - Critical Illness Rider

Life Insurance | Final Expense

Life Insurance - Mortgage Protection Coverage

Life Insurance | Final Expense

Living Will & Durable Power of Attorney

Life Insurance | Final Expense

Life Insurance - Variable Coverage

Life Insurance | Final Expense

Life Insurance - Permanent Coverage

Life Insurance | Final Expense

Charitable Gifting

Life Insurance | Final Expense

Life Insurance Settlement

Life Insurance | Final Expense

Endowment Trust

Life Insurance | Final Expense

Life Insurance - Final Expense Coverage

Life Insurance | Final Expense

Long Term Care Insurance - Tax Saving Methods for Funding LTCI

Long Term Care Planning

Hearts & Minds. Consumer Study LTC Insurance

Long Term Care Planning

Long Term Care- What are Activities of Daily Living

Long Term Care Planning

Long Term Care Insurance and Linked Life Insurance

Long Term Care Planning

The Invisible Patient

Long Term Care Planning

Long-Term Care & Filial Responsibility

Long Term Care Planning

Long Term Care Insurance - How does a Traditional LTCI policy work?

Long Term Care Planning

Long Term Care - Instrumental Activities of Daily Living

Long Term Care Planning

Long Term Care Insurance - Asset Based Hybrid Policies

Long Term Care Planning

Long Term Care - 10 Key Questions

Long Term Care Planning

Long Term Care - Financial Impact

Long Term Care Planning

Long Term Care - Ways to Save Money

Long Term Care Planning

Long Term Care Guide

Long Term Care Planning

Long Term Care Insurance - The Federal Long - Term Care Employee Program

Long Term Care Planning

Long Term Care -Who Needs It?

Long Term Care Planning

Mind Your Elders

Long Term Care Planning

Long Term Care- Can you afford to self-insure?

Long Term Care Planning

Long Term Care and Washington State

Long Term Care Planning

LTC & 1035 Exchange

Long Term Care Planning

Long Term Care - What are your care options?

Long Term Care Planning

Long Term Care Self Assessment

Long Term Care Planning

Paying for Long Term Care

Long Term Care Planning

Long Term Care - What you need to know

Long Term Care Planning

State Long Term Care Partnership

Long Term Care Planning

Long Term Care - Who Pay for long term care services?

Long Term Care Planning

Long Term Care Insurance - Annuity Care

Long Term Care Planning

Genworth- Caregiving

Long Term Care Planning

Long Term Care - Partnership

Long Term Care Planning

Long Term Care - What is it?

Long Term Care Planning

Tax Free Long Term Care

Long Term Care Planning

Taking Care of Tomorrow

Long Term Care Planning

Continuing Care Retirement Communities

Long Term Care Planning

What is Medicare Advantage? Medicare Advantage plans are sometimes called Medicare Part C plans. These are private insurance plans offered by major insurance companies. The Medicare system pays these private insurance companies to offer these plans. The companies, in turn, provide you with benefits. What does a Medicare Advantage Plan cover?

Medicare - Types of Medicare Advantage Part C

Medicare Planning

What is Medicare Advantage? Medicare Advantage plans are sometimes called Medicare Part C plans. These are private insurance plans offered by major insurance companies. The Medicare system pays these private insurance companies to offer these plans. The companies, in turn, provide you with benefits.

Medicare Advantage Explained

Medicare Planning

Período de inscripción anual de Medicare

Debe tener Medicare antes de poder inscribirse en un plan Medicare Advantage o un plan de medicamentos (Parte D). Fuera de la Inscripción abierta (del 15 de octubre al 7 de diciembre), puede inscribirse solo durante momentos específicos, como su Período de inscripción inicial o un Período de inscripción especial.

Seguro médico del estado Spanish - Annual Enrollment

Medicare Planning

Medicare is a U.S. government-sponsored health insurance program primarily designed to provide medical coverage for individuals aged 65 and older, as well as certain younger individuals with disabilities. Medicare coverage is generally limited to medical services received within the United States and its territories. Therefore, the standard Medicare plans (Part A and Part B) do not typically provide coverage for medical services obtained outside the United States.

Traveling Abroad

Medicare Planning

Medicare Annual Enrollment Period

You must have Medicare before you can enroll in a Medicare Advantage Plan or Drug plan (Part D). Outside Open Enrollment (October 15 - December 7) you can enroll only during specific times, like your Initial Enrollment Period or a Special Enrollment Period.

Medicare Annual Enrollment

Medicare Planning

Sus costos de Medicare El monto estándar de la prima de la Parte B en 2022 es de $ 170.10. La mayoría de las personas pagarán el monto de la prima estándar de la Parte B. Si su ingreso bruto ajustado modificado según lo informado en su declaración de impuestos del IRS de hace 2 años está por encima de una cierta cantidad, pagará el monto de la prima estándar y un Monto de ajuste mensual relacionado con los ingresos (IRMAA). IRMAA es un cargo adicional agregado a su prima.

Seguro médico del estado Spanish - Part A

Medicare Planning

Hay 2 formas principales de obtener su cobertura de Medicare.

Medicare Original & Medicare Advantage.

Medicare Original incluye seguro hospitalario (Parte A) y médico (Parte B). Si desea cobertura de medicamentos, puede agregar un plan de medicamentos por separado (Parte D).

Seguro médico del estado Spanish - Original/Advantage.

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare Part D (3)

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare Supplement

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare Part A - How Does it Work?

Medicare Planning

Medicare primarily covers medically necessary services that are considered skilled care and are provided by trained medical professionals. This includes services such as hospital care, doctor visits, skilled nursing care, home health care, and some hospice care.

Medicare Part A might cover a limited stay in a skilled nursing facility (SNF) under specific conditions, but only for a short period of time and under strict eligibility criteria.

Medicare and Long Term Care Skilled Care

Medicare Planning

What's not covered by Part A & Part B?

Medicare doesn't cover everything. Some of the items and services Medicare doesn't cover include:
Long-Term Care (also called custodial care) See What is Long Term Care Long Term Care on this website?

What is Not Covered

Medicare Planning

Medigap policies are standardized

Every Medigap policy must follow federal and state laws designed to protect you, and it must be clearly identified as "Medicare Supplement Insurance." Insurance companies can sell you only a "standardized" policy identified in most states by letters.

All policies offer the same basic benefits but some offer additional benefits, so you can choose which one meets your needs.

Supplement Insurance Plans

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare Part D (Rx)

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare Part D (2)

Medicare Planning

Your Medicare Costs

The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

Medicare - Types of Medicare Advantage Part C

Medicare Planning

Your Medicare Costs. The standard Part B premium amount in 2023 is $164.90. Most people will pay the standard Part B premium amount.

What are the Parts of Medicare?

Medicare Planning

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