Did you now we offer several CFP Approved* Continuing Education Webinars?

We are currently offering two LTC Planning CE webinars in April!  Details and registration links are below.

 

LTC Planning: What a Financial Planner Should Know about Stand Alone & Asset-Based LTCI

When: Tuesday, April 23, 2019, 11am CT

Topic: We’ll not only discuss the key differences between stand alone and asset-based LTCI plans, but explain when it makes the best financial sense to choose one over the other.

To register: click here.

 

 

LTCI Combo Plans: Why Financial Planners are Recommending Asset-Based Life/Annuity LTCI

When: Thursday, April 25, 2019, 11am CT

Topic: we’ll reveal the differences between the top carriers’ asset-based products, their unique advantages and the available funding strategies. We’ll also discuss how to reposition assets by making shrewd plan choices.

To register: click here.

 

*Earn 1 CE Credit per Class.  CFP Approved for 2019.   You can only receive credit once per calendar year per topic.

Insurance Companies

MAGA LTD. is a licensed broker of Long Term Care Insurance. The following are just some of the companies we represent. Contact us for more information.
long term care insurance carriers

MAGA works extensively with financial planners, attorneys, CPAs and other fiduciaries in the process of securing long term care protection for their clients, as well as themselves and families. We are proud to partner with such prestigious financial organizations as NAPFA, the Alliance of Comprehensive Planners and the Garrett Planning Network.

In addition to securing new long term care coverage for your clients, feel free to consult with us regarding annual policy reviews and claim-readiness analyses. We are happy to provide objective assessments, even if the policy was not purchased through MAGA.

We are a resource for professionals who appreciate the value of long term care insurance but don’t choose to make it one of their core products. Since LTCI planning can be complicated, many insurance professionals choose to use the MAGA team to assist when LTC is appropriate for their clients needs.

And by the way, we’re flexible. Whether you’d like us to work directly with your clients or prefer us to function as a back-room resource, we’re happy to meet you on your terms.

If you are interested in Long Term Care Insurance for a client (or for yourself), simply complete our online quote form  or contact our office . A MAGA advisor will review the pertinent information and provide a personalized LTCI quotation.

Affiliations

Since 1975, MAGA has helped hundreds of organizations incorporate long term care plans for their members. Below is a sampling of the organizations to which we have provided services or education.

  • Advocate Health Systems
  • AgeOptions: The Suburban Area on Aging
  • Alexian Brothers
  • Catholic Charities
  • Council for Jewish Elderly
  • Covenant Retirement Communities
  • ElderOp – Senior Living Advisors
  • Elderwerks
  • Greater Chicagoland Alzheimer’s Association
  • Hadassah (IL Chapter)
  • International Foundation of Employee Benefit Plans
  • North Shore Senior Center
  • Northwestern Illinois Agency on Aging
  • The Evangelical Alliance Mission (TEAM)

Professional Organizations

  • Aging Life Care Association
  • American Federation of Television & Radio Artists (AFTRA)
  • Alliance of Comprehensive Planners
  • Chicago Bar Association
  • Garrett Planning Network
  • Hewitt Associates
  • Illinois CPA Society
  • Milliman USA
  • National Academy of Elder Law Attorneys (NAELA)
  • National Association of Personal Financial Advisors (NAPFA)
  • National LTC Network
  • The Association of Divorce Financial Planners
  • WTTW-Public Broadcasting
  • SPAN – Senior Professional Assistance Network