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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.

The instructor, Don Levin, has 25 years of experience in the Long Term Care Insurance industry. 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 statesAL, 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

Subscribers will pay $9.95 per credit for Insurance CE, Non-Subscribers will pay $14.95 per credit for Insurance CE 

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.

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