Jim Swain's guest appearances

Jim Swain

Smart Planning 101 with Nicole Wipp

The Pinball Players Podcast

Lauren Gray

Steve Ritchie

Paul Preston

Steve Frank

Kim Butler

Dwight Sullivan

Scott Danesi

Bill Black

Joe Lemire

Steve Bowden

Krystle Gemnich

Christopher Franchi

Jeff Teolis

Raymond Davidson

Bowen Kerins

OwlTail

Episode 5 - Jim Swain From The Sanctum

In this continuation of my discussion with nationally recognized expert on VA Improved Pension, Jim Swain, we continue to discuss the dangers of recommendations and the use of financial products such as annuities for VA Improved Pension (and estate) planning, as well as when you should see an attorney to discuss this benefit, how your financial power of attorney is usually wrong but needs to be right when doing planning, when family members need to start getting involved, why seeing a specialist is so important, and more. To read the show notes and learn more about VA Improved Pension, visit:  www.SmartPlanning101.com/9

In this continuation of my discussion with nationally recognized expert on VA Improved Pension, Jim Swain, we continue to discuss the dangers of recommendations and the use of financial products such as annuities for VA Improved Pension (and estate) planning, as well as when you should see an attorney to discuss this benefit, how your financial power of attorney is usually wrong but needs to be right when doing planning, when family members need to start getting involved, why seeing a specialist is so important, and more. To read the show notes and learn more about VA Improved Pension, visit: <a href="http://www.SmartPlanning101.com/9" rel="nofollow" target="_blank">www.SmartPlanning101.com/9</a>

009 VA Benefits - Aid and Attendance with Jim Swain (Part 2)

Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit:  the Veteran’s Improved Pension (which is commonly known as “Aid &amp; Attendance”).  Jim Swain, a nationally recognized expert on VA Improved Pension planning, discusses with host Nicole Wipp in this episode:-Jim’s background, and why this area of law is very satisfying (how much we can help people!)-What the Veteran’s Improved Pension is (a benefit people call “Aid &amp; Attendance”) -What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG) -How the written and unwritten rules play into getting this benefit for people -What it takes to get qualified for the benefit -What a family member or spouse should do if they are told they have too much money to qualify-The dangers of allowing a financial planner, annuity salesperson or insurance person to get you/a loved one qualified for Veteran’s Improved Pension – how it can cause financial, tax, and inheritance problemsTo hear part 2 of this interview, subscribe to our podcast!  Read the show notes and learn more by visiting: http://www.smartplanning101.com/8

Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid &amp; Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, discusses with host Nicole Wipp in this episode: -Jim’s background, and why this area of law is very satisfying (how much we can help people!) -What the Veteran’s Improved Pension is (a benefit people call “Aid &amp; Attendance”) -What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG) -How the written and unwritten rules play into getting this benefit for people -What it takes to get qualified for the benefit -What a family member or spouse should do if they are told they have too much money to qualify -The dangers of allowing a financial planner, annuity salesperson or insurance person to get you/a loved one qualified for Veteran’s Improved Pension – how it can cause financial, tax, and inheritance problems To hear part 2 of this interview, subscribe to our podcast! Read the show notes and learn more by visiting: <a href="http://www.smartplanning101.com/8" rel="nofollow" target="_blank">http://www.smartplanning101.com/8</a>

008 Veterans Improved Pension Benefits with Jim Swain (Part 1)