Long-term care continues to be a popular topic in today's news cycle, and it is likely something your clients are starting to wonder about. Long-term care insurance (LTCI) is a key tool in protecting your clients' retirement and financial future as they plan ahead for an extended care event, but keeping up with the ever-evolving market can be difficult!
In this session, Krause Agency's senior LTC Specialist, Richard Rusoff, will cover the how to plan and pay for long-term care while also addressing trending product options, tax advantages, and state partnership programs.
Attendees will learn:
- The current state of long-term care and the LTCI market
- Tax advantages and considerations for both traditional and hybrid LTCI policies
- How state partnership programs work alongside Medicaid to deliver added protection for clients
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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.
