How Clients can Hedge Rising or Sinking Home Prices Presented by John Dolan, Thursday, March 28, 2024 at 1:00 PM EDT No Register Using Client Biases for their Best Interest Presented by Dr. Matt J. Goren, CFP®, CerefiTuesday, April 2, 2024 at 1:00 PM EDT Yes Register LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn Presented by Jessica Oliveira, LinkedInWednesday, April 3, 2024 at 1:00 PM EDT No Register Organization – Building the Foundation for a Streamlined Practice Presented by Kate Guillen, SimplicityOpsThursday, April 4, 2024 at 1:00 PM EDT No Register Key Birthdays: Harnessing Critical Age Markers in Tax and Retirement Strategies Presented by Larry Pon, CPA, Tuesday, April 9, 2024 at 1:00 PM EDT Yes Register Preview of Medicare Masterclass Series (May) and More Presented by Melinda Caughill, Medicare Expert, Tuesday, April 9, 2024 at 4:00 PM EDT No Register The Future of Investing Presented by Harry Mamaysky, QuantStreet CapitalWednesday, April 10, 2024 at 4:00 PM EDT No Register Basis and Beyond: Planning for Non-Taxable Estates Presented by Patrick Carlson, VanillaThursday, April 18, 2024 at 1:00 PM EDT Yes Register Innovative Loan Solutions for Clients Building, Bridging or Leveraging Presented by Mike Crossett, The Federal Savings BankTuesday, April 23, 2024 at 1:00 PM EDT Yes Register What to say to Clients who've lost a Loved One Presented by Kathi Balasek, Wednesday, April 24, 2024 at 1:00 PM EDT Yes Register Optimizing Credit Scores to Lower Insurance Premiums and MORE Presented by Tiffany Cross, CredEvolvTuesday, April 30, 2024 at 1:00 PM EDT Yes Register Crisis Medicaid Planning and Medicaid Compliant Annuities Presented by Dale Krause, J.D., LL.M., Krause & AssociatesWednesday, May 1, 2024 at 1:00 PM EDT Yes Register Navigating Prescriptions Costs in 2024: What Your Clients Need to Know Presented by Tricia Prewitt, Thursday, May 2, 2024 at 1:00 PM EDT Yes Register Empowering Futures: Person-Centered Supports for Individuals with Special Needs Presented by Kristin Carelton, Special Abilities NetworkTuesday, May 7, 2024 at 1:00 PM EDT Yes Register Financial Planning for LGBTQ Clients Presented by George Schein, JD, ChFC, CLU, Nationwide Research InstituteThursday, May 9, 2024 at 1:00 PM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory Presented by Michelle Atlas-Quinn, J.D., AdvisorLawTuesday, May 14, 2024 at 2:15 PM EDT Yes Register Learn Social Security from A to Z from an Expert Presented by Kurt Czarnowski, Tuesday, May 21, 2024 at 1:00 PM EDT Yes Register The 411 on Owning Real Estate in A Self-Directed IRA Presented by Daniel Gleich, Madison Trust CompanyThursday, May 30, 2024 at 1:00 PM EDT Yes Register What Clients need to Know to Picking the Right Corporate Entity Presented by Nellie Akalp, CorpNetTuesday, June 4, 2024 at 1:00 PM EDT Yes Register Helping Clients Address Emotional and Financial Worries Presented by Dave Buck and Steve Krzywicki Jr., CFP®Tuesday, June 11, 2024 at 1:00 PM EDT No Register Long-Term Care Insurance Update: Part 1 Presented by Lori Gubash, CLTC, FICF, Krause & Associates Learn More
This dynamic two-part program, "Long-Term Care Insurance Update," is strategically designed to empower financial professionals with the latest knowledge and skills required in the evolving field of long-term care (LTC) insurance. The program comprehensively covers the essentials of LTC insurance, policy details, and ethical considerations in sales and management.
Part 1 of the program focuses on the foundational aspects of LTC insurance. It begins with an introduction to long-term care, defining key terms and concepts such as “activities of daily living,” the differences between skilled and custodial care, and the impact of cognitive impairment. The session then explores various LTC delivery settings, including institutional facilities like nursing homes and Alzheimer’s care facilities, as well as home-based care options like home healthcare and adult day care. Participants will also learn about the costs associated with different care settings and the statistical risks of requiring LTC. Additionally, this part delves into Medicaid’s role in LTC funding, covering eligibility criteria, asset spend-down rules, and spousal impoverishment protection.
Note: This program is approved for four state insurance CE credits in the following states: AL, AR, AZ, DE, GA, IA, IL, KS, LA, MA, MD, ME, MO, MS, MT, NC, ND, NE, NH, NV, OR, PA, SC, TN, TX, VA, WA, WI, WV
Additional State Info : GA, LA, MD, MO, MS, NE, NV, RI, VA approved for life and health lines only
The program has been submitted for approval with credits for the CFP and American College designations.
Learning objectives for Part 1 include:
understanding the fundamentals of LTC and its various delivery settings,
comprehending the cost implications and risk factors of LTC
gaining insights into Medicaid’s involvement in LTC funding.
Thursday, June 13, 2024 at 1:00 PM EDT Yes Register Estate Planning for IRAs in Second Marriages: Navigating Complexities Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Tuesday, June 18, 2024 at 12:00 PM EDT Yes Register Long Term Care Insurance Update: Part 2 Presented by Lori Gubash, CLTC, FICF, Krause & Associates Learn More
This session, which is Part 2 of the Long Term Care Insurance Update, advances into the specifics of LTC insurance policies and ethical considerations in sales. This segment examines current LTC insurance policy designs, differentiating between comprehensive and non-comprehensive coverage, and explaining benefit triggers. Key features such as benefit periods, elimination periods, inflation protection, and more nuanced options like free look periods and nonforfeiture options are covered. The session also addresses group LTC insurance, LTC Partnership programs, and alternative funding methods like reverse mortgages. The final segment emphasizes ethical sales practices, the underwriting process, and determining client suitability for LTC insurance.
Note: This program is approved for four state insurance CE credits in the following states: AL, AR, AZ, DE, GA, IA, IL, KS, LA, MA, MD, ME, MO, MS, MT, NC, ND, NE, NH, NV, OR, PA, SC, TN, TX, VA, WA, WI, WV
Additional State Info : GA, LA, MD, MO, MS, NE, NV, RI, VA approved for life and health lines only
The program has been submitted for approval with credits for the CFP and American College designations.
Learning objectives for Part 2 include:
developing an understanding of modern LTC insurance policy designs and features,
learning about alternative LTC funding methods and LTC Partnership programs,
enhancing ethical sales practices and client suitability assessment skills.
Thursday, June 20, 2024 at 1:00 PM EDT Yes Register The Role and Responsibilities of an Executor Presented by Liz O'Neil. Esq., Tuesday, June 25, 2024 at 1:00 PM EDT Yes Register How to Use Real Estate in a Client’s Portfolio Presented by Amy Arnott, CFA, MorningstarTuesday, July 2, 2024 at 1:00 PM EDT No Register Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors Presented by Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLCTuesday, August 20, 2024 at 1:00 PM EDT Yes Register A Talk to Remember Presented by Jandi Kelly, Ph.D., A Talk to RememberThursday, October 31, 2024 at 1:00 PM EDT No Register