Need a Speaker at your next event?

Carol Aragon-Montgomery has over 25 years’ experience in the long term care planning field. Her experience has taken her from an eligibility interviewer with the Arizona Long Term Care System, to a Technical Specialist with a law firm, to a minority/woman-owned small business owner. She provides valuable information and has a knack for taking complicated information and putting it into laymen’s terms. You’ll want to invite her to your next meeting to share these topics with your clients, residents, employees, staff members, patients, or any group or organization that can benefit from her knowledge and expertise.

Her topics include:

A comprehensive overview of pre-crisis and crisis long term care planning. What documents do you need? What pre-crisis options are out there to help me pay for long term care and what crisis options are out there to help me pay for long term care?

What is it? How can it help me? How do I work my way through the maze of eligibility and paperwork? What happens after approval? And breaking the myths of ALTCS planning.

What cash and medical benefits are available? How can it help me? What are the eligibility guidelines?

What cash and medical benefits are available? How can it help me? What are the eligibility guidelines?

What are the differences between wills and trusts? What powers of attorney documents are available in the State of Arizona? Why do I need them? What are the individual requirements of each document? What do I do with them after they are completed? Why should I have an organized plan?

What are my options to prevent probate? How does adding my children’s names to my assets affects my eligibility for programs? Does everyone need a trust? Do I need a special needs trust? What documents do I need to have in place? Do I need a Will and a Trust?

What cash benefits are available? How can it help me? How do I work my way through the maze of eligibility?

A comprehensive overview of Medicare and Medicare Insurance options for those eligible for Medicare Part A and Part B. What is a Medicare Supplement? What is a Medicare Advantage Plan? Which type of plan is most appropriate for my health situation? What are the costs involved? When should I ask for help?

FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!

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FREE IOT Need Assessment

Take our FREE IOT Need Assessment to find out if you or a loved one may need an Income-Only Trust now!

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Want to schedule a speaking engagement?

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