Life Resource Planners of the Treasure Coast

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Vero Beach, FL
Life Resource Planners of the Treasure Coast

Life Resource Planners of the Treasure Coast helps clients identify 'Resources'
to meet their Retirement Lifestyle & Healthcare Expense Needs.

Life Resource Planners of the Treasure Coast is a division of the Estate Planning
Advisors Inc. a Registered Investment Advisory firm licensed in the State of Florida. LRPTC specializes in identifying the financial resources that are available for clients
to meet their Retirement Income and Health Care Expense needs. Through the development of a ‘Life Resource Plan”, clients will have a clear
understanding of what resources will be available to them for their long term
retirement, health care and Legacy Planning needs. Terri Heckman is jokingly known as “Jerry McGuire” as she will “Show You the Money”
to help meet your retirement and health care needs. Todd Heckman, as “OctoAgent”, understands the unique needs of the
Octogenarian and is highly successful obtaining coverage at very favorable rates. Clicking the Like button does not constitute a testimonial for or endorsement of the Company. This is the only mechanism available to circulate our page. "Like" is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients' opinions. No one commenting on this wall should post specific securities recommendations. Questions about a specific investment adviser or security cannot be answered, and may be removed from the page. Photos and images on this page should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto. Third-party rankings from Barron's, for example, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. The Barron's rankings are based on the volume of assets managed by advisers and their teams, revenues generated, and the quality of the advisers' practices. The quality of practice component of the ranking includes regulatory record, length of time in the industry, charitable and philanthropic work, and other factors. Investment performance is not an explicit criterion, because clients' investment goals differ. Outside the Workplace
Outside the workplace, employee's rights to privacy and free speech protect their online activity conducted on their personal social networks and through their personal email address. However, what employees publish on such personal online sites should never be attributed to the Company and should not appear to be endorsed by or originated from the Company. Employees should remember that online lives are ultimately linked, whether or not you choose to mention the Company in your personal online networking activity. At all times, employees are subject to the following Company procedures:

1. Without exception, employees may not make reference to the Company's advisory services on their personal sites.
2. The Company logos and trademarks may not be used without prior written consent from the CCO.
3. Without exception, employees may not reference any Company clients.

07/29/2022

Here are 10 great reasons to look into a hybrid long-term care insurance policy.

Hybrid life insurance with long-term care is becoming more popular. Learn why along with the top reasons to consider hybrid life insurance.

06/30/2022

Long-term care is in the news daily. Approximately 13 states are in the research and development stages to implement a payroll tax like the Washington State Cares Fund. The WA Cares Fund is funded with a payroll tax of $0.58 per $100 of earnings by workers in the state, and it provides a total lifet...

06/24/2022

Here are three things that you might not know about long-term care insurance. We think that focusing on in-home care is key.

https://lifehappens.org/blog/three-surprising-facts-you-may-not-know-about-long-term-care-insurance

02/07/2022

Wonder how long-term care can help you and your family? Watch this true story about Theresa to learn more.

Theresa Mollicone was skeptical of long-term care insurance but after her husband suffered a massive stroke that left him paralyzed and unable to speak, she became a believer. “If we didn’t have this insurance, caring for Joe would have depleted all the savings we had,” Theresa says. “Now I....

01/07/2022

Theresa was hesitant about long-term care insurance at first, but after her husband suffered a stroke and needed home care, she became a believer.

10/01/2021

You planned a dream . Stay in control of that dream.
protection can keep you living where you choose.

03/04/2021

This is a MUST READ!

Amy Goyer shares how the out-of-pocket costs and spiraling expenses of caring for her aging parents took a huge financial toll, resulting in bankruptcy.

12/04/2020

Caregivers of people with or often experience great stress and can become overwhelmed by their responsibilities. That stress can take a toll. Learn how you can avoid caregiver burnout.

Get information and resources for Alzheimer's and other dementias from the Alzheimer's Association.

08/26/2020

Let's not get bogged down in the 'Tax Code Nomenclature' , however it is important to understand the difference between a 'True' Long Term Care rider (as defined by IRC 7702(b)) and a 'Chronic Care Rider' (IRC 101(g)). Enjoy reading!

Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life insurance policy or annuity with a long-term care rider, make sure to understand the key terms.

08/17/2020

Very Interesting 'take' on using a Life Insurance policy as 'double duty'

I had the chance to visit a nearly long-lost cousin last year, a couple of months before happy get-togethers were put on hold. This cousin isn’t one of the Greeks: she’s from the Irish-African American branch of the family – we can weave a wonderfully beautiful tapestry in our country. She has...

08/05/2020

Great article from someone we all should recognize, recounting his experience as a 'caregiver'. This is an important read!!!

Forty million Americans work as an unpaid family caregiver. The mental, physical and emotional stress they face is overwhelming. It's time to help.

06/29/2020

Protect your loved ones from the burden of long-term care.

Did you know that neither your health insurance nor Medicare would pay for extended long-term care services in the event that you needed them in the future?

Address

1717 Indian River Boulevard, Ste 301
Vero Beach, FL
32960

Website

http://www.liferesourceplanners.com/

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Castlewood Assisted Living Residence
1914 21st Street

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Who are we?

At the Life Resource Planners of the Treasure Coast, we act in the role of an Eldercare Financial Planners. We assist clients who, have an impending/immediate need for Long Term Care, to identify and evaluate various, often times overlooked, Financial Resources, that allow them to comfortably afford that care. This is accomplished by working closely with family members, the client's advisers, and the client's healthcare provider(s), to design a "Life Resource Plan", which addresses the financial aspects of the client's 'Continuum of Care' . Go to www.liferesourceplanners.com to learn more.

We also assist Veterans learning about a unique benefit called “The Special Monthly Pension”. This ‘Pension’ is actually a Non-Service connected disability program, that when awarded with a ‘Rating’, can offer eligible veterans as much as $2,230/mo. in income tax-free benefits (2019). Typically these funds are used to help an elderly veteran afford quality Long Term Care at home or in an Assisted Living Facility. Qualifying Widows of Veterans can qualify for up to $1,209/mo. (2019) in benefits.