Navigating LTCI Solutions for Younger Clients
What You'll Learn
Extended care planning is a crucial yet often delayed aspect of financial and retirement strategies. However, waiting too long to discuss long-term care insurance (LTCI) options with your clients can result in higher costs, fewer coverage choices, and increased financial strain when care is…
Tom Dickson
Financial Experts Network
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Have a Question?
We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
Extended care planning is a crucial yet often delayed aspect of financial and retirement strategies. However, waiting too long to discuss long-term care insurance (LTCI) options with your clients can result in higher costs, fewer coverage choices, and increased financial strain when care is needed.
Join long-term care specialist Madolyn Reynolds, CLTC why early planning is essential for your younger clients and how financial professionals can guide clients through their options at different life stages. From securing lower premiums at a younger age to leveraging life insurance with LTC riders or disability insurance, we’ll discuss strategies to help clients prepare for potential care needs before it becomes an urgent issue.
Learning Objectives:
• Recognize the Importance of Early Planning: Understand how securing coverage early can provide financial advantages and greater flexibility.
• Evaluate Key Considerations in LTCI Decisions: Learn how factors like age, health, budget, and risk tolerance influence long-term care planning.
• Explore Insurance Solutions for Extended Care: Discover how LTC riders, asset-based LTCI, disability insurance, and layering coverage over time can provide protection and financial security for clients.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
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.