[Fredslist] CORRECTION; Shout out to Eddy and Schein.. one BIG reason not to miss lunch with NY Health 06-07-2017- Demystifying Long Term Care Planning.

Kelly Welles kelly at wellesfinancialservices.com
Thu Jun 1 19:11:34 EDT 2017


MY THREE MILLION DOLLAR MISTAKE..AS I RUSH TO CATCH A PLANE....NOW CORRECTED.*
THANKS TO EDDY AND SCHEIN, MY 72 YEAR OLD CLIENT IS ELIGIBLE TO RECEIVE OVER $3 MILLION IN LONG TERM CARE INSURANCE BENEFIT FOR WHICH SHE PAID LESS THAN $25,000. THIS IS THE POWER OF LONG TERM CARE INSURANCE AND THE  EXPERTISE OF A FIRM LIKE EDDY AND SCHEIN TO REFER QUALIFIED CLAIMS SPECIALISTS SHOULD THE CHALLENGEARISE.
Due to a typo this amount was previously misquoted. Please note: Lifetime benefits are no longer available. cost will varydepending on one's age, gender and health. Kelly Welles, President          wellesfinancialservices.comTrusted Advisor to Attorneys andAccountants Specializing in Insurance and BenefitsCell   917-626-8590www.linkedin.com/in/kelly-welles________________________WELLES FINANCIAL SERVICESBusiness & Personal Financial Strategies

     
----- Forwarded Message -----
 From: Kelly Welles <kelly at wellesfinancialservices.com>
 To: Fredslist Gotham <fredslist at gothamnetworking.com> 
 Sent: Thursday, June 1, 2017 5:17 PM
 Subject: [Fredslist] Shout out to Eddy and Schein.. one BIG reason not to miss lunch with NY Health 06-07-2017- Demystifying Long Term Care Planning.
   
Dear Tribe,
Sooner or later you or someone you know may be faced with the challenge of moving a loved one from one state to another.Or one residence to another. This can become an albatross when that person is alone, aging (early seventies), in ill-health with balance with cognitive issues. 
This happened to a friend of mine in Florida. It can happen to any of us. After a few falls, she couldn't even read a menu. Age 72.
Fortunately, Eddy and Schein connected me with a certified caregiver specialist in her town in FL. to facilitate the long term care insuranceclaims process (the client was incapable at this point and had previously been declined ), co-ordinate all aspects of her move back to New York and arrange the sale of her condo. I was in the loop every step of the way.
What's more, thanks to Eddy and Schein, the long term care policy she purchased from me twenty five years ago will now pay $9000 a month for life, thus preserving the modest retirement funds remaining. That's $1,080,000 per decade for as long as she lives.  Thus, she paid less than $25,000 for over $3,000,000.00 of estimated potential lifetime financial benefit that assures care with dignity, peace of mind and preservation of existing assets.
Eddy and Schein are lifestyle money managers for the elderly and dependent and can directly manage situations in the tri-state area. Don't even think of taking this on yourself if you value your health, your family's well-being or you or your loved one's money.
Please scroll below to register for one of the most informative Gotham lunch and learns and discover why a long term care policy is one of the best forms of emotional and financial protection for anyone over fifty.
My best,
Kelly Welles, LUTCFServing longevity planning needs forover 30 years.Co-chair, NY Health and Longevity ResourcesPresidents Council, Financial Planning Assn. of NYBoard of Governors, Accountants ForumBoard of Director, Savvy Ladies

Kelly Welles, President          wellesfinancialservices.comTrusted Advisor to Attorneys andAccountants Specializing in Insurance and BenefitsCell   917-626-8590www.linkedin.com/in/kelly-welles________________________WELLES FINANCIAL SERVICESBusiness & Personal Financial Strategies


     
----- Forwarded Message -----
 From: Gideon Schein <gideon at eddyandschein.com>
 To: "fredslist at gothamnetworking.com" <fredslist at gothamnetworking.com> 
 Sent: Thursday, June 1, 2017 1:28 PM
 Subject: [Fredslist] Join NY Health for lunch 06-07-2017- Demystifying Long Term Care Planning
   
Dear Fellow Tribe members:
The New York Health and Aging ResourceGroup is having its nextlunch:  JOIN US
 The Date is Wednesday June7, 12:30 PM, at the fabulous Friar’s Club. ONLY SIX DAYS LEFT! 
Healthcare laws seem tocome and go these days, but the specter of Long Term Care planning doesnot.  Join Kelly Welles, Gideon Scheinand other experts as they try to demystify the current state of Long Term Careplanning.
Thisshould definitely be of interest to everyone, Come one come all!
 We've made signing up easy.Here’s what you need to do: Go to:http://www.gothamnetworking. com/m/events/view/NY-Health- Aging-Meeting-2017-01-14-1“Pay On-line as aguest.” And you are done.
We are a non-compete group,so please check in with me before youregister.
We Look forward to seeing you all there.  Gideon 
Group Coordinator NY Health & Aging Resource Group

Gideon Y. Schein, M.B.A., P.D.M.M.
Certified Professional Daily Money Manager
Partner, Eddy & Schein In-Home Administrators for Seniors®
Life Keeping, Not Just Bookkeeping®136 Madison Avenue, 6th Floor
New York, NY  10016
Tel: 917-881-7042
Fax: 212-662-9909
www.eddyandschein.com
gideon at eddyandschein.comhttps://twitter.com/ lifekeeping
Member, American Association of Daily Money Managers
Member, National Association of Professional Organizers
 


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