Skip to main content

With Long-Term Care Insurance continuing to be a hot topic for financial planning professionals, it’s crucial you remain up to speed on current policy options and how they affect your clients. Join asset preservation specialists Dale Krause, J.D., LL.M. and Lori Gubash, CLTC, FICF of The Krause Agency as they discuss the types of LTCI policies available, which are appropriate for certain clients, and how it affects your client’s plan for retirement.

Attendees of this webinar will learn:

  • Current carrier options and policy types
  • Considerations in policy design
  • How different policies fit into the client’s estate plan

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

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.