Potential Veteran and Senior Benefits

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Patty Servaes, CPA and founder of Elder Resource Benefits Consulting joins us to discuss veteran and senior benefits, specifically the VA’s Basic Pension with Aid and Attendance Pension.  This is an often overlooked monthly benefit that many veterans and their spouses may be eligible. Share this information with your clients and prospects to make sure none of them are missing out on this tax free benefit for the veteran and senior markets!

Read Handout: Periods of War

What Advisors Think of this Session

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“Thanks, this was great. Opens a whole new window to help clients find late-in-life solutions. I look forward to more of these.” -Mark C. Rogers

“I was in transit so I listened to it in my car. Learned a lot. Keep up the good work. I’ll be there in May.” -Walt Kraszewski