What You'll Learn
The end of the year may be fast approaching, but there’s still time for your client to benefit from long-term care insurance. In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, will discuss the key LTCI strategies every advisor should know. …
The end of the year may be fast approaching, but there’s still time for your client to benefit from long-term care insurance. In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, will discuss the key LTCI strategies every advisor should know.
Attendees will learn:
- Planning strategies for positioning LTCI for end-of-year deductions
- How to fund LTCI and whether a 1035 Exchange is right for your client
- End-of-year updates and what advisors need to know going forward
*CE/CPE Eligible: 1 CE credit is 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.