(2 IAR Products and Practices CE) - 08.16.2025

What You'll Learn
In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fee structures and other key differentiators.…

Tom Dickson
Financial Experts Network
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In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fee structures and other key differentiators. You will also gain a deeper understanding of the options for funding. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.
Learning Objectives:
1. Define the various types of senior living options available 2. Be able to contrast the differences between senior living models of care and the advantages and disadvantages of each 3. Recognize the inputs that impact and influence pricing 4. Understand the funding options available 5. Recommend important questions for clients to ask when evaluating and comparing senior living providers