Optimized Advisor Podcast

Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott

Episode Summary

Scott Heinila was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following: LTC Planning and facts How to prepare families when their loved ones need LTC Brad and Brian shared their personal stories dealing with LTC

Episode Notes

Scott Heinila was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following:  

  1. LTC Planning and facts
  2. How to prepare families when their loved ones need LTC
  3. Brad and Brian shared their personal stories dealing with LTC

Listen to their previous episodes here:  
Episode 002: The Single Largest Unfunded Risk Facing Retirees
Episode  026: Learn FromAn Optimized Advisor: Brian Ott, 525 Advisors

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

EPISODE NOTES