Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Long Term Care - Partnership
Do you know one of the best kept secrets in retirement planning is now available in nearly every state? It's the Long-Term Care Insurance State Partnership Plans.
These State Partnership plans allow Dollar-for-dollar asset protection when certain types of qualified long term care insurance policies are purchased. These plans provide quality care and the ability to ease family burden otherwise placed on those you love due to an accident or illness which can cause extended care.
State Partnership Long Term Care is a program offered in certain states that allows individuals to purchase long term care insurance policies with special benefits.
These policies provide access to both public and private funded long term care services, such as home care, adult day care and nursing home care. The program also provides access to additional benefits, such as asset protection, tax credits and other financial incentives.
To be eligible, individuals must meet certain criteria, including income and asset levels, and must be a resident of a participating state. State Partnership Long Term Care programs can help individuals and families protect their assets and ensure access to quality long term care services.
Now you can safeguard your savings and income and reduce stress on those you love with affordable Long-Term Care Insurance.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
Plans We Represent [Listed Here]
A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.
Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.