Enhanced Tax Benefits for Long Term Care

Date: Wednesday, February 3, 2010
Time: 8:00 AM - 10:00 AM
Location: Hilton - Palm Coast
Speaker: Elaine Marvin, CFP

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Regional Vice President for The State Life Insurance Company, a OneAmerica company. This will be a generic consideration of Long Term Care information with tax updates which could be valuable for all EPCFC members. This is not a sales presentation. Elaine Marvin works with independent producers, key accounts and career agents all over Florida, focusing on long-term care benefits in the form of asset-based Care Solutions products. The Care Solutions were originally developed by Golden Rule Financial Services beginning in 1989, and they continue to evolve since acquisition by State Life in late 2005. Elaine Marvin has been in the insurance industry since 1984 and has earned the Certified Financial Planner designation. She has a B.S. in Accounting from Ball State University, Muncie, IN, and lives in Temple Terrace, FL. Location: Hilton Garden Inn, Town Center Boulevard, just off Rt. 100 in Palm Coast (exit 284 of I-95). Costs: Costs - $15 Members, $20 Guests, payable at the door. Please note that persons making reservations and not canceling by noon, Tuesday, February 2nd, will be invoiced by the EPCFC for the program cost. Reservations: Contact Bruce Van Deusen at 386-437-2224 or by Email: bvdpa@aol.com W. Bruce Van Deusen, CLU, ChFC, MSFS, AEP V.P. and Program Chair - Estate Planning Council of the Fun Coast ~~~~~~~~~~~~~~~~~~~~~~ Office: 386-437-2224; Fax: 386-845-9249

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