According to AARP, 52% of people who turn 65 today will develop a severe disability that will require long-term care at some point in retirement. Traditional options have been derided as insufficient, and terms are continually shifting. Most people nearing retirement are unsure of their choices. While there are a few different alternatives to traditional long-term care insurance — including life insurance and annuity long-term care riders — not all are structured the same.
Not understanding the crucial differences can mean you are leading your clients into making a costly mistake. Join this informative webinar to clarify the essential nuances, opportunities, and pitfalls that can make all the difference for your clients.
Learning Objectives:
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos is known for his fiduciary approach, ensuring that all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.
Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.
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