Financial Advisors

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

We are currently offering two different LTC Planning CE webinar topics at two convenient times this Fall/Winter!  Click on the event to register.

LTC Combo Plan: An in-Depth Look at Asset- Based

Gain a greater understanding of these increasingly-popular LTC Planning Solutions

  • Tuesday, October 30th, 2018 at 11 A.M. CT
  • Tuesday December 11th, 2018 at 11 A.M. CT

 LTC Planning: How to Choose the Best Funding Options for Clients

Traditional plans vs. hybrid/combo plans: learn which works best in what situation

  • Thursday, November 1st, 2018 at 11 A.M. CT
  • Thursday December 13th, 2018 at 11 A.M. CT

*Earn 1 CE Credit per Class.  CFP Approved for 2018.   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.
Affiliations

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

Long-term care planning

Long term care planning is a critical
element of every comprehensive financial plan. Long term care events are a reality of life, and Long Term Care Planning exists to help families preserve their assets, standard of living and independence, while allowing the members of the family to make important choices for the financial, physical and emotional well being of loved ones.

Contact us

2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015
maga@magaltc.com
(800) 533-6242
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