Join Krause Agency’s Richard Rusoff, LTC Specialist, as he explores the benefits of long-term care annuities compared to traditional long-term care insurance policies. Richard will cover the core motivators behind purchasing annuities and why clients should consider pairing their annuity with LTC extended care coverage.
Attendees will also learn:
- The key factors that impact underwriting for LTC annuities
- Tax advantages associated with these policies that can benefit your clients
- Examples of LTC annuity plans and products
Richard will also explore in-depth case studies illustrating LTC annuities in action. Reserve your spot now!
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.