Tag: Long-Term Care
Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert (Ep. 101)

Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert (Ep. 101)

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What happens when traditional financial planning falls short for families caring for loved ones with disabilities?

How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever?

In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and Founder of Protected Tomorrows, about her personal journey caring for her sister with cerebral palsy and building a specialized practice serving Americans with disabilities. 

Mary Anne shares her eight-step planning process, why most advisors overlook this demographic, and how the SECURE Act transformed planning strategies for these families.

Key points:

  • The childhood experiences that shaped Mary Anne’s lifelong path to helping families with disabilities
  • The emotional and logistical burdens families face when children or adults require long-term care
  • Why parents must plan for themselves before planning for their child
  • How Protected Tomorrows blends financial planning with social support and community building
  • The eight-step planning process that gives families clarity, structure, and direction
  • And more!

Connect With Mary Anne Ehlert:

Connect with Jeremy Houser:

About Our Guest:

Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.

Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.

Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.

Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.

Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

Disclosure #: 4998432 – 1125

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Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

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Change can feel uncomfortable, but it often opens the door to growth.

How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.”

Key points:

  • The story behind Scott’s “ducks in a row” branding and how it builds awareness
  • Why embracing change, from logos to technology, has fueled a 40% business growth
  • How hiring staff and building a “not-to-do” list shifted his focus to revenue-generating activities
  • Why asset-based long-term care solutions are essential for protecting both wealth and families
  • How Scott reframes retirement as “The Great Adventure” and equips clients with guidebooks to prepare
  • And more!

Resources: 

Connect With Scott Leonardi:

Connect with Jeremy Houser:

About Our Guest:

Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.

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Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)

Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)

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Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans.

But that’s not everything. Did you know we also help with asset-based long-term care?

In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. 

Advisors — listen in and explore the available holistic options to support your clients during this new phase of life.

Jeff discusses: 

  • His own experience with long-term care planning
  • The benefits of helping your clients with a long-term care option 
  • InsurMark’s approach to asset-based long-term care and ways the team can help you plan according to your client’s portfolio
  • What you should know about processing times
  • Tax-related regulations around asset-based long-term care
  • And more!

Connect with Jeff Sather:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi.”

He is on a crusade to get people this crucial retirement coverage:

  • He served two years on the External Advisory Board for One America
  • Jeff was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product
  • Jeff has guided hundreds of Advisors & Agents across the country to write over $100,000,000 in Asset-Based LTCi in 5 years
  • He has a proven track record for closing cases at a very high level
  • He sold over $800,000 in 4 hours over ZOOM to help multiple clients beat the Washington State LTC tax deadline
  • He has created a system for culling clients and prospects to ask about LTCi planning
  • Jeff is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create this incredibly consistent production!

Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

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