The Training Portion of the Veterans Benefits Consultant's Package
The training portion of the consultants package consists of four books to help you get your service started and to help you with continuing operations:
- "Veterans Benefits Consultants Instruction Manaul"
- "Aid and Attendance Handbook for Professionals and Consultants" w/ software (782 pages)
- "Medicaid Secrets" Medicaid planning strategies since the Deficit Reduction Act (247 pages). This book is written by Elder Law Attorney Gabriel Heiser and published by Phyllis Publishing
- You receive extensive phone coaching in more than one session from our veterans expert with the National Council to help you get started and to help you with your marketing efforts and your business strategies
This manual is to be used hand-in-hand with the aid and attendance handbook and possibly the Medicaid secrets book to provide the necessary training for you to organize and manage your consulting practice. Many of the strategies and ideas in this manual will allow you to provide services that your competitors do not provide. This allows you to offer unique services in the community and expand your practice. The manual also contains a number of marketing ideas and strategies to help you attract more clients and customers to your service. The sections in the manual are as follows:
Section 1: Business Strategies
Section 2: Promoting your Consulting Practice
Section 3: Personal Care Arrangements
Section 4: Seminar Marketing
Section 5: Internet Marketing
The sections above containing the following documents and instructions:
INSTRUCTIONS
Instructions for Using the Materials in this Binder. Also on Documents CD
• Description and Use of the "CD-Documents and Instructions"
• Instructions for Using the Presentation Materials
• Instructions for Using the Articles
• Instructions for Printing the Brochure
LECTURE BOOK
Copy of 8.5 x 11 Version of "Long Term Care Benefits for Veterans" on Documents CD
• A larger formatted version of the booklet "Long Term Care Benefits for Veterans" to be used with more formal presentations and as a more professional presentation approach.
LECTURE NOTES
Copies of Presentation Sign-Up Survey and Lecture Notes on Documents CD
• Copy of the Presentation Sign-Up Survey
• Three Lecture Note Versions with Slides
• Three Lecture Note Versions without Slides
ARTICLES
Copies of the Articles on the Documents CD and a Sample News Release
• Sample News Release
• 22 Veterans Benefits Articles
TAB 5 – WEBSITE
Instructions for checking stats and creating emails from the Control Panel of your Website
CD PACKET – 5 CDs
Contains the seminar marketing system power point presentations and copies of all documents & instructions.
The Aid & Attendance Handbook for Professionals & Consultants is the most complete and comprehensive book available on the subject of VA pension and VA death pension -- the so-called aid and attendance benefit. The ultimate resource for any professional or consultant who wants to educate and help veterans with the aid and attendance pension benefit.
If you are not familiar with Medicaid rules since the Deficit Reduction Act, you need to read the Medicaid secrets book by Elder Law Attorney Gabriel Heiser so that you have a better understanding of how to advise your clients on what could happen if they need to apply for Medicaid. Failure to do Medicaid planning with clients who have transferred assets to qualify for the VA benefit may result in the family coming back to you and possibly even suing you. Be careful. If you are uncomfortable with Medicaid planning with your clients then you need to involve an someone who understands these issues in order to protect yourself.
What is a Veterans Benefits Consultant & when should a family use a veterans benefits consultant.
Who is eligible for the Veterans Aid & Attendance pension benefit?
Using aid & attendance to pay any person for care at home, for professional home care, for assisted living, or to pay for a nursing home.
The application process for aid and attendance Pension.
Why are less than 5% of all veterans & their surviving spouses receiving a benefit?
The National Care Planning Council, we promote and support planning for long term care.
An individual acting as a consultant must be careful not to violate any federal statutes and VA regulations pertaining to representation of veteran claimants. At the NCPC, we recognize our responsibility to assist you regarding these matters & have ensured that this package offers extensive guidance on what we believe constitutes a compliant veterans benefits consulting practice. Integrity & honesty are at the heart of our business. We expect those who purchase this package to maintain high ethical standards in all areas of their consulting practices. Furthermore, we would like to express our gratitude and support for those who display stewardship, compassion, care, & integrity while working with seniors & thier families.
