We meet the 3rd Friday of the month noon. Polly's Pies 2025 N. Tustin St. Orange, CA 92865
Location: Orange, CA
Latest Activity: Jun 4, 2016
Started by Ira L. Barnett May 10, 2010.
Just wanted to let you know – this month’s OC LTC Guild luncheon will not occur. Due to circumstances beyond their control, our speaker will not be able to appear.
Next month, however, our speaker will be Joe Ford. Joe is a Veterans Claims Officer at Orange County Veterans Affairs Office and spoke to us about two years ago. With all the changes occurring in Veterans benefits and all the returning vets (LTC needs are NOT, as we know, only an issue of ‘older’ folks), having Joe return to speak to us will be timely.
An LTC benefit available to veterans is through the Veterans’ Pension Benefit Aid & Attendance program. When last Joe spoke to us I found out that I could qualify as a veteran for Army Reserve service during Viet Nam even though my unit was never activated.
When Joe last spoke to us our Q&A ran longer than usual. He’s an engaging and very enjoyable speaker and I hope you’ll join us on October 18th at Polly’s Pies in Orange.
If you have any questions, please don’t hesitate to get in touch with me.
All the best,
Ira L. Barnett, LUTCFCA License #0E746754604 Valley View AvenueYorba Linda, CA 92886714-983-7901Cell: 847-361-0030Fax: 847-850-2700E-mail: firstname.lastname@example.org/in/irabarnett
Nothing will pay for extended healthcare except assets and income allocated for retirement OR, long term care insurance
Have a great meeting, Rhonda!
Wish I could be there. (On other coast)
Hi,With Summer just about here, everyone seems to be getting into warm weather mode – planning more golf, day trips, etc. So, I thought it might be a good idea to remind y’all of our OC LTC Guild monthly lunch meeting a bit earlier this month.This month’s luncheon will be June 21st at Polly’s Pies, 2025 North Tustin Street, Orange, California 92865. People start to arrive around 11:15 AM and schmooze and network till we order lunch, from Polly’s regular menu, around 11:45. At noon, our speaker will begin and talk with us for 35 – 45 minutes, followed by a Q&A. Usually, we’re on our way out by about 1:00 PM.This month, our speaker is Peter C. Kote, JD, Professional Fiduciary, serving as a professional, licensed and bondable fiduciary in Orange County, California, since 1996. Peter is founder of Professional Fiduciary Services (PFS), a select group of individuals ready to serve in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable or General Power of Attorney for Asset and Property Management. The vision of PFS is to offer ethical, qualified and personable independent fiduciaries who work together to provide quality service for their clients, who have ranged in age from seven to 96 years of age. Peter will be helping us understand how the services of a Professional Fiduciary can aid our clients and their families with some of the challenges involved in providing/obtaining long term care services. Please join us on Friday, June 21st.And, by the way, for those of you who are interested, Genworth will be returning to California on July 1st.All the best – hope to see you then,
Ira L. Barnett, LUTCFCA License #0E746754604 Valley View AvenueYorba Linda, CA 92886714-983-7901Cell: 847-361-0030Fax: 847-850-2700E-mail: email@example.com
- Harley Gordon
It ‘s almost time for our monthly OC LTC Guild luncheon this coming Friday, May 17th, at Polly’s Pies in Orange on Tustin Avenue (yes, we’re still there).
Our speaker this month will be Andrew Pais. Andrew is a career change coach, the author of “Get Unstuck…A Guide For Those over 50”, a blogger, speaker and trainer. Based in Irvine, CA, Andrew holds seminars and workshops throughout the Greater Orange County, Los Angeles, San Diego and the Inland Empire areas, focusing on relationship selling, trusted advisor sales and needs based selling, as well as, how to know a feature from a benefit.
Regardless of what we do professionally, at some point sales enters the picture if we expect to keep on doing what we do. Improving our sales process can only help us continue to do what we do more efficiently, and, help us reach a wider circle of clientele.
Come on down and have lunch with us – Polly’s Pies, 2025 North Tustin Street, Orange, California 92865. Some of us start to arrive around 11:15 to network and schmooze; we order lunch from Polly’s lunch menu around 12:45; the speaker is on for 35-45 minutes with a Q&A to follow, and, we’re usually out the door about 1:00PM.
Hope you can make it.
- Harley Gordon
This coming Friday is the fourth Friday of the month and, as we do every month (except December), we are having our monthly OC LTC Guild Luncheon.
Our speaker this month is Shimon Cagan, Administrator for a Board and Care Facility located in Santa Ana - Bubbe & Zayde's Place. While they are a non-medical facility, they offer in-home medical services including: podiatry, mobile x-ray and laboratory, medication supervision, as well as regular doctor visits. They also have a dementia waiver, as well as a hospice waiver - patients with dementia are not turned away, and if desired, residents are able to stay for the rest of their life.
Hope you’ll be able to join us for lunch at Polly’s Pies, 2025 North Tustin Street, Orange, California 92865 (yes, we’re still there till further notice). People start arriving around 11:15; we order lunch, from Polly’s regular menu, around 11:45; speaker is on about noon for 35-45 minutes with a Q&A following.
Come on down.
All the best – see you soon,
- Harley Gordon
Hi all,Just wanted to let you know we have a meeting and a speaker scheduledfor this month on February 15th.Our speaker will be Carole Ann Burr, Forensic Examiner (a forensic examiner performs an orderly analysis or investigation to make an expert opinion in his or her professional field).Carole Ann brings over eighteen years of experience in the field of government programs - Medicare, Medi-Cal, SSI, SSDI, Managed Care (HMO's), Health Insurance, Home Health Care, Long Term Care Insurance, Hospital and Nursing Home Discharges and Quality Care Issues.
She has served as an expert witness for the Senior Citizens Legal Advocacy Program and in Orange County Superior Court. Attorney's, CPA's, Nursing Homes, Case Managers, Social Workers and Financial Planners rely on her expertise and experience when handling entitlement matters for their clients.
Should be an interesting and informational experience and we’d love to have you attend.
We are still scheduled to meet at Polly’s Pies, 2025 North Tustin Street, Orange, California 92865. However, we’re now on a month-to-month schedule due to reorganization/renovation plans at Polly’s Pies, and I could use your help to find a new venue for our future meetings. Any suggestions would be appreciated. If you know of a location that could accommodate our group please get in touch with me ASAP.
FYI, people start arriving around 11:15, we order lunch from the menu around 11:45, the speaker is on from about noon for 35-45 minutes, with a Q&A to follow. Usually, we’re on the way out between 1:00 and 1:15.
Looking forward to seeing you there.
REVERSE MORTGAGES, INSURANCE AND CALIFORNIA ASSEMBLY BILL 793
Regardless of the potential benefits involved (and/or pros or cons), connecting a Reverse Mortgage (RM) and LTC insurance in California is, by law, 'inappropriate'. In September 2011, Assembly Bill 793 was signed into law in California. It prohibits insurance agents from being "associated with... any party that participates in... origination of a reverse mortgage..." Furthermore, "individuals transacting insurance shall not receive compensation... for providing reverse mortgage borrowers with a noncasualty insurance product that is connected to or a result of the reverse mortgage".
Please note this would mean LTCi, as well as, chronic care, life, annuities, Medicare Supp, and Medicare Advantage - all are "noncasualty insurance" products. John Hancock's legal department has said, essentially, if a purchaser of a CA sold L&H product (since 9/6/2011) was determined to have held an RM at the time of purchase, any commissions paid would be reversed and further commissions would cease. If it were determined that a current applicant for an L&H insurance product were discovered to have an RM, no compensation would be paid. Up to the time I inquired, it was my impression, Hancock was not aware the law existed. I'm not aware of any other company making a similar statement, but, can't imagine any of them will differ substantially.
Whether there are, or will be, any additional legal sanctions levied against an agent who falls afoul of this law (license invalidation or company appointments being pulled), is unknown. But, considering the recent incident involving Glenn Neasham and his annuity sale, I would have some concern.
This law does NOT affect the General Agent, MGA, BGA, insurance company or the Reverse Mortgage Specialist or Lender - ONLY the Agent.
So please, be aware and ask your prospects, age 62 or greater, if they have a reverse mortgage before you expend your time and expertise.
Our next luncheon meeting is this coming Friday, April 20th, at Polly's Pies, 2025 North Tustin, in Orange.
Are you curious about social networking? Interested in expanding your horizons and knowledge? Would you like to improve your martketing efforts?
Our speaker this month will be Katie Wagner, President of Katie Wagner Social Media. She will help us all get more efficient at using, and understanding, ‘social media’, better serve our clients and improve our professional marketing efforts
Katie spent 15 years as a journalist, working for ABC, CBS, Fox, CNN & National Public Radio and knows how to reach her audience effectively, whether it's through their televisions, laptops or smart phones.
She loves helping business owners tell compelling stories about their own companies, by integrating social media into their traditional marketing plans.
Join us on Friday at Polly's Pies in Orange!!
Our next luncheon meeting is coming up on Friday, February 17, 2012 - second one of the new year. Polly's Pies in Orange at 2025 North Tustin continues as our venue - you can order from their menu.
The last few meetings have had very light attendance and I'd really like to ask for your help in getting attendee numbers up a bit to, maybe, an even dozen??
We've had interesting speakers addressing topics from E & O insurance, to care coordination to networking to LTC for Veterans. Topics to increase our knowledge of what we do or, to improve our business practices and make us more efficient at what we do.
This month's speaker is Christopher Jenkins of Griswold Special Care. Griswold provides non-medical caregiver staffing for home care needs.
Please join us on the 17th.
Worst case, pleasant lunch with people you know - worst case, maybe you learn something new.
Come on down!!!
I hope you all had a wonderful Thanksgiving. I am excited to find this group and look forward to meeting each of you at the next meeting.
Wishing you the best,
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