Class Notes

Open Enroment Virtual Foundations class 

Description

Foundations is a 4-hour virtual training class designed for insurance professionals and advisors to provide a basic comprehension of long-term care planning. This course is ideal for professionals: collaborating with an ILTC specialist, concerned about fulfilling their fiduciary responsibility, concerned about protecting themselves against liability, protecting assets under management.

Learning Objectives:

• The Basics of Long-Term Care
• The Impact of LTC on Your Client’s Income and Family
• How to Identify the Right Clients for a LTC Conversation
• How to Avoid Common Mistakes
• How to Create a Plan
• Options for Funding the Plan
• Best Practices for Integrating LTC Conversations into your Practice

Details

Available Credit