The Latest Cutting-Edge LTC Planning Solutions, Brian Gordon, MAGA

When:  May 7, 2014 from 12:00 PM to 01:00 PM (ET)
1 CE: Insurance and Risk Management

This webinar will provide information about how the LTCI industry has evolved over the last 40 years, where the industry is today, and what future innovations are coming. Carriers are designing new traditional and asset-based life/LTC and annuity/LTC products. This program will address current plans along with new policies that will be available to advisors and their clients later this year. In addition, we will be providing case studies, how to reposition assets, favorable tax treatment, state partnerships, how the Affordable Care Act affects LTC planning, and more. 

https://attendee.gotowebinar.com/register/531602135157759490 

Presenter Bio:

Brian I. Gordon, president of MAGA, has more than two decades of experience focusing on long-term care insurance (LTCI). In 1990, he joined MAGA to work at his family-owned and operated nationally licensed company, which is now located in Riverwoods, Illinois. An expert in both individual and group LTCI, Brian has provided LTC planning and consulting for individuals, groups, and corporations all over the United States. Each year, he conducts informative seminars for senior and retiree groups, banks, and corporations of all sizes. Brian has also collaborated directly with the insurance companies regarding product development and marketing.

In addition to providing LTC planning and consulting, Brian has trained hundreds of insurance professionals. In his role as an educator, Brian conducts Continuing Education courses for financial advisors, CPAs, attorneys, and insurance professionals. Brian presents LTC programs to the Illinois chapters of the Chicago Bar Association, National Academy of Elder Law Attorneys, and the Financial Planning Association. Brian has created enduring relationships with leading organizations such as the Chicago Bar Association, Illinois CPA Society, The International Foundation of Employee Benefits, Alliance of Cambridge Advisors, Garrett Planning Network, and NAPFA. Brian also participated as a presenter in the second annual NAPFA/Forbes “I-Conference” in 2013.

For many years, Brian has been acknowledged by his peers as one of the top LTCI professionals. In 2013, Brian was recognized among the nation’s outstanding long-term care insurance producers. Out of more than 40,000 active insurance and financial professionals nationwide who are licensed to offer LTCI financial solutions, Brian was ranked sixth nationally for traditional long-term care (LTC) plans.

Brian has been quoted in numerous publications including the New York Times, NAPFA Advisor, Kiplinger, Chicago Sun-Times, Chicago Tribune as well as others. Nationally syndicated financial writer Terry Savage considers MAGA “my advisor on long-term care policies.” 

A graduate of the University of Kansas, Brian holds a degree in Personnel Administration and Psychology.  In his free time, Brian volunteers at his three daughters’ schools, and coaches them in basketball and softball. Brian and his family are actively involved with and support Autism Speaks, an advocacy organization dedicated to funding research to find a cure for autism.


Location

Dial-in Instructions:

Contact

Lori Lorusso
910-769-1569
loril@acaplanners.org