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Home > Smart Planning 101 > 008 Veterans Improved Pension Benefits with Jim Swain (Part 1)
Podcast: Smart Planning 101
Episode:

008 Veterans Improved Pension Benefits with Jim Swain (Part 1)

Category: Education
Duration: 00:24:13
Publish Date: 2014-05-24 11:44:45
Description: Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid & Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, discusses with host Nicole Wipp in this episode: -Jim’s background, and why this area of law is very satisfying (how much we can help people!) -What the Veteran’s Improved Pension is (a benefit people call “Aid & Attendance”) -What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG) -How the written and unwritten rules play into getting this benefit for people -What it takes to get qualified for the benefit -What a family member or spouse should do if they are told they have too much money to qualify -The dangers of allowing a financial planner, annuity salesperson or insurance person to get you/a loved one qualified for Veteran’s Improved Pension – how it can cause financial, tax, and inheritance problems To hear part 2 of this interview, subscribe to our podcast! Read the show notes and learn more by visiting: http://www.smartplanning101.com/8
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