What is the Foundations Class?

Foundations is a 4-hour virtual training course created by LTC planning specialists to help planners and advisors gain the confidence to open and manage long-term care conversations. It is approved for 4 hours of CE credit and doesn't demand a lot of time or overload you with extraneous information. It does allow you to confidently start having LTC planning conversations the very next day.

What Students Will Learn

• Best practices for integrating LTC conversations into your practice
• The basics of LTC
• The impact of LTC on a client's income and family
• How to identify the right clients for a LTC conversation
• How to manage, if not avoid, common objections
• An overview of products available in the market

If you want to do what’s in the best interests of your clients, Foundations is a quick and cost-effective way to help you meet that goal.

Course Pricing:

Tuition for the 4-hour class is $399.

What Others are Saying About Foundations:

Foundations helped me get organized for more productive conversations. I now know how to focus on creating a plan, tying it to the client's goals and then solving the cash flow problem. (Jan. 2022)

Foundations affirmed why these conversations need to happen with clients. It gave me more confidence to initiate the conversation, tie it to real-world consequences and not just rattle off statistics that won't encourage action. (Jan. 2022)

My three takeaways: How to integrate this into my practice, identify clients and set expectations. (Feb. 2022)