Webinar Registration

Incorporating Short-Term Care Insurance into a Client's Financial Plan
Boost Your Client's Long Term Care outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, July, 24
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Madolyn Reynolds
Madolyn Reynolds, CLTC
Director Krause & Associates

What You'll Learn

There's a little-known product making big waves in the world of extended care planning, and it's time you're brought into the loop! Short-term care insurance is a flexible, cost-effective product that can complement your client's retirement and health care planning needs. In…

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What You'll Learn
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Webinar Description

There's a little-known product making big waves in the world of extended care planning, and it's time you're brought into the loop! Short-term care insurance is a flexible, cost-effective product that can complement your client's retirement and health care planning needs. In this session, Krause Agency's Madolyn Reynolds, CLTC, will discuss he fundamentals of short-term care insurance and how it works, and will also explore key use cases and sales strategies, including:

  • Pairing short-term care insurance with Medicare or Medicaid Advantage plans to fill gaps in coverage
  • Using it in conjunction with long-term care insurance to cover short-term needs and elimination periods
  • Pivoting to short-term care insurance when your client doesn't qualify for traditional LTCI

Short-term care insurance can play a key role in your client’s extended care plan, providing both peace of mind and financial security as they age. Register now to learn how it can help your clients strengthen their financial plans.

 

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.